My purpose as a financial advisor is much the same as it was in the military – to invest my knowledge and experience into the service and betterment of others. While deployed with Naval Expeditionary Forces, successfully achieving an objective required my full focus and commitment, and a thorough understanding of the situation. When it comes to helping my clients identify and work toward their financial goals, these values of understanding, focus and commitment are woven throughout everything I do.

How We Work Together:
Whether your finances and goals are straightforward or complex, each person we partner with can expect our team to:

- Devote the necessary time to fully identify, understand and explore your goals.

- Help assess and organize your financial picture in order to maximize opportunities and prepare for the unexpected.

- Use time-tested investment fundamentals, including diversification, quality and a long-term focus, to develop personalized financial strategies to help reach your objectives.

- Work as a team with CPAs and attorneys to account for all aspects of your finances.

- Partner together over the long term to help monitor your progress, with regular reviews and proactive communication.

Our Team:
Charles Holbrook, Financial Advisor: After completing my bachelor's degree, I joined the military. Throughout my four deployments, I could see that many troops weren't adequately helped when it came to financial education. My drive to help my fellow military members with their finances eventually led me to my role here at Edward Jones. In May 2021, utilizing the G.I. Bill, I obtained my MBA to further help my clients with their complex needs.

I am married to Dr. K. Jennifer Carter, director of the specialty pharmacy at MUSC. We have identical twin daughters, Sophie and Chloe. Outside the office, I enjoy golfing, gun club (clays, skeet and trap), travel, fishing, skiing, hunting, reading, cooking and road biking. I stay involved in the Veteran community as a member of the VFW and TEAM Red, White and Blue.

Peggi Morrow, Branch Office Administrator: Peggi joined Edward Jones in 2008 and is instrumental in keeping me connected with my clients: scheduling appointments, making phone calls and getting to know each client on a personal level. She does an exceptional job of running the office, allowing me to devote more time to serving our clients.

Focus areas

  • Wealth Strategies
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

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