Joining the firm in 2010, Will serves as Senior Financial Associate for Jacobs, Coolidge & Company. After graduating from the University of South Carolina with a double major in finance and business information systems, he began his career in financial planning in 2002. In his role, Will assists in the coordination, implementation, and aggregation of financial plans for all of JCC’s clients.
Will resides in Brunswick with his wife and two children and enjoys going to the gym and fishing.
Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
