• Carolyn Hash, CFP®, CDFA®, MBA

    Senior Vice President, Investments

    CERTIFIED FINANCIAL PLANNER
    Certified Divorce Financial Analyst ®

Carolyn has been helping her clients make sound financial decisions for over 30 years. 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.

Carolyn Hash was named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors †.

† The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, 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. This ranking is based upon the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. Research Summary (As of February, 2024) 44,028 nominations were received and approximately 1991 women won based on thresholds. This ranking is not indicative of an 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/lists/best-in-state-women-advisors/?sh=7ae191421d11 for more info

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.