Carolyn has been helping her clients make sound financial decisions for over 30 years and was recently recognized by Forbes as one of the “Best-In-State Wealth Advisors” for the state of South Caroline and as one of the nation’s Top Women Wealth Advisors in 2020 and 2021. As Senior Vice President of Investments for the Bridgeside Investment Group, Carolyn and her team specialize in retirement, wealth, and legacy planning for individuals, families and small business owners. They create specialized financial strategies based on the client’s unique goals and financial situation.
The high ethical standards and client-centered philosophy of Raymond James compelled Carolyn and her now-retired partner, Roy Seay, to move their practice from UBS. Joining Raymond James in 2011, they found a firm who truly puts clients’ needs first.
As a graduate of the University of South Carolina, Carolyn is an avid Gamecock fan. Her husband Tom is an equally enthusiastic Clemson fan which makes for lively family discussions! Additionally, Carolyn received her MBA from the Citadel and holds the CERTIFIED FINANCIAL PLANNER™ designation as well as the Certified Divorce Financial Analyst ® certification. She is a member of the Rotary Club of Mt. Pleasant, Financial Planning Association, and past board member of the Citadel Trust. As members of St. Andrews of Mt. Pleasant, Carolyn and Tom have a passion for missions and are deeply involved with The Lamb Institute and other local charities.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
Raymond James is not affiliated with the above organizations and/or charitable causes.