Carl is a founding and managing partner at Jacobs, Coolidge & Company. He graduated from Georgia Southern University with a bachelor’s degree in business administration and brings more than 28 years of experience to his role. On the team, Carl works with individuals, business owners, medical professionals, and qualified plan participants on financial planning strategies that strive to protect their income, build assets through proper allocation and planning, enjoy a comfortable retirement lifestyle, and leave the legacy they desire.
Outside of the office, Carl is active with The Retirement Advisor University and serves on the boards of the Southeast Georgia Health System Foundation and the Georgia Southern University Parker School of Business. In addition, Carl is the Past Chair of the United Way of Coastal Georgia, a former board member of the Chamber of Commerce, and a Past Graduate and Instructor of the Leadership Glynn program.
