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MassMutual financial professional.

Carl B. Coolidgeemail

  • Professional Story

    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 24 years of experience in finance to his role. On the team, Carl works with individuals, business owners, medical professionals, and qualified plan participants on financial planning strategies 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, the United Way of Coastal Georgia, and the Georgia Southern University Parker School of Business. In addition, Carl is a former board member of the Chamber of Commerce and past graduate and instructor of the Leadership Glynn program.

  • Languages:
    • English

  • Credentials:
    • AIF®
    • C(k)P®

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Risk Management Strategies

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