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Carrie T. Hodge, CFP®, MBA, PPC®

Financial Consultant

Senior Vice President

Augusta, GA

o. (706) 481-1007 c. (706) 832-7753
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Carrie T. Hodge, CFP®, MBA, PPC®

Carrie is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of experience in Investment Management. Her career began in fixed income institutional sales in Atlanta, Georgia. She moved back to her hometown of Augusta, Georgia in 2007 and began her career with Georgia Bank & Trust Company – Now South State Bank, N.A. Carrie enjoys taking a relational, consultative approach with clients. As a Financial Consultant she is held to a fiduciary standard, and advises individuals with respect to investments, retirement planning, and insurance needs assessment. She also specializes in fixed income investments for institutional clients, municipalities, and nonprofit organizations.
 
Carrie graduated summa cum laude from the University of Georgia with a BBA in Finance and earned an MBA in Finance from Georgia State University. She has her Series 7, 63, and 65 registrations held through LPL Financial and is a Georgia and South Carolina Life, Accident & Sickness, and Variable products licensee. She also is licensed to assist clients with their Long Term Care needs.
 
Carrie has served on the boards of SafeHomes, Ronald McDonald House Charities and Leadership Augusta. She has served on the Columbia County Foundation Board, focusing on workforce in education initiatives in Columbia County. Carrie also served on the Board of the Wesley Foundation, serving campus ministry needs of students at Augusta University. Carrie was named to the Augusta Metro Chamber of Commerce Top 10 Young Professionals to Watch in 2013, and truly enjoys staying involved in the community.
 
When not at the office, Carrie enjoys golfing, going to the beach, cheering on the University of Georgia Bulldogs, and is an active member of Wesley United Methodist Church. She and her husband Jamie have two children, and a chocolate lab.
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Certifications

  • Series 7, 63, and 65 registrations held through LPL Financial
  • Georgia and South Carolina Life, Accident & Sickness, and Variable products licensee
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Professional Plan Consultant®

Education

  • University of Georgia – BBA in Finance
  • Georgia State University – MBA in Finance
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