CHARLESTON, S.C.--(BUSINESS WIRE)--Longtime Charleston financial advisor, Wallace “Ed” Cook, II, has joined Securian Financial Services, a broker-dealer and registered investment advisory firm offering a full range of financial services through a network of 1,100 affiliated independent financial advisors. Cook will continue to operate in Charleston under his firm’s name, Carolina Capital Management, but his clients will now have access to the extensive resources of Securian.
“This is a win-win for both my clients and me,” said Cook. “Securian is a highly-regarded firm with a wealth of financial talent and resources. I’m excited about how this new opportunity will further my ability to help my clients achieve their financial goals and dreams.”
Cook, a 30-year industry veteran, is the founder and president of Carolina Capital Management, located at 880 Whipple Road in Mount Pleasant. As a registered representative, Cook offers an array of investment, insurance and retirement strategies and services to his individual and small business clients. Cook lives in Mount Pleasant with his wife, Suzanne, and they have three children.
Carolina Capital Management is affiliated with Shoemaker Financial, a comprehensive financial planning firm committed to helping its clients achieve financial success. Shoemaker is headquartered in Germantown, Tennessee and has offices in Knoxville, Nashville, Pulanski and Savannah, Tennessee; Evansville, Muncie, Newburgh and South Bend, Indiana; Jackson, Mississippi; and Charleston, South Carolina.
“We are pleased to partner with Shoemaker Financial as they expand into Charleston,” said Tony Martins, Securian’s vice president of individual career distribution. “Ed Cook is a high caliber leader whose past successes and entrepreneurial spirit are a perfect fit with Securian.”
Securities and investment advisory services offered through Securian Financial Services, Inc., member FINRA/SIPC. Carolina Capital Management is independently owned and operated.