Who We Are
In 1983, Keith Dooley formed a CPA firm in downtown Columbia, South Carolina. From the start, the focus was to let the clients’ needs guide the firm’s growth. That soon proved to be a winning strategy. The firm prospered and grew, with an evolving client base that relied on the trusted advice they received.
In 1999, the firm took a big step forward and expanded their practice to offer financial services in addition to the accounting services it was known for. Both service offerings thrived. The financial services portion of the practice is known as Carolina Wealth Management, LLC. In 2004, Rod Dooley joined the management team.
STRATEGIC FINANCIAL ADVICE YOU CAN RELY ON
Keith Dooley and Rod Dooley are registered financial advisors with a passion for providing personalized service. Carolina Wealth Management strategically limits the number of clients it serves in order to give each client the full attention necessary to manage their wealth. Keith and Rod are ably assisted by an administrative support team, strategic alliances with other professionals, and their broker-dealer, Cetera Advisor Networks. Both are registered Certified Public Accountants and Personal Financial Specialists. Both designations require strict annual continuing education to ensure their skillsets remain cutting edge.
A CLIENT-CENTERED PHILOSOPHY
The entire team at Carolina Wealth Management follows a client-centered set of guiding principles:
- They seek to know their clients, including their goals, hobbies, affiliations, children, grandchildren and anything else that will help guide the best wealth management strategy for their clients’ individual needs.
- They hold themselves to a high fiduciary standard, with clients’ interests as the sole driver of strategy.
- They are transparent with clients to build foundations of trust.
- They believe that all clients, no matter the value of their investments, deserve professional financial advice.
If you could benefit from professional, personalized financial advice, contact Carolina Wealth Management today.
MEET OUR TEAM
Rod Dooley & Keith Dooley are Registered Representatives with Cetera Advisor Networks LLC. The other individuals listed on this page are not affiliated with Cetera Advisor Networks LLC.
Rod K. Dooley
Rod Dooley, CPA, PFS is a seasoned financial advisor with over two decades of experience in public accounting and wealth management. Holding a Bachelor of Science in Accounting and Real Estate from the University of South Carolina (2006), he has dedicated his career to guiding affluent individuals, families, and business owners through the complexities of financial planning and wealth preservation.
Expertise and Services:
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Holistic Wealth Management: Rod adopts a comprehensive approach, integrating investment strategies, tax optimization, estate planning, and risk management to align with each client’s unique goals and values.
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Tax-Efficient Strategies: Leveraging his CPA designation, Rod specializes in minimizing tax liabilities through advanced planning techniques, ensuring clients retain more of their wealth.
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Family CFO Services: Acting as a personal Chief Financial Officer, he coordinates all aspects of his clients’ financial lives, providing clarity and confidence in decision-making.
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Legacy and Succession Planning: Rod assists in structuring intergenerational wealth transfers, establishing trusts, and creating philanthropic strategies that reflect clients’ legacies.
Client-Centric Philosophy:
Rod’s practice is built on trust, transparency, and personalized service. He believes in proactive communication and collaborates closely with a network of legal and financial professionals to deliver seamless solutions. By staying abreast of technological advancements and market trends, Rod ensures his clients benefit from innovative tools and strategies.
Credentials:
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Certified Public Accountant (CPA)
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Personal Financial Specialist (PFS)
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Bachelor of Science in Accounting and Real Estate, University of South Carolina
Connect with Rod:
Discover how Rod can serve as your trusted advisor and Family CFO, guiding you toward financial security and legacy preservation
Keith Dooley
Keith received his accounting degree from the University of South Carolina. He is a Certified Public Accountant and is also accredited as a Personal Financial
Specialist. He is also a principal with Dooley and Company, LLC accounting firm. His affiliation with both firms allows for seamless financial planning
and management for high net worth clients.
Keith Dooley, CPA, PFS is a seasoned financial advisor with over four decades of experience in public accounting and wealth management. Holding a Bachelor of Science in Accounting from the University of South Carolina, he has dedicated his career to guiding affluent individuals, families, and business owners through the complexities of financial planning and wealth preservation.
Expertise and Services:
-
Holistic Wealth Management: Keith adopts a comprehensive approach, integrating investment strategies, tax optimization, estate planning, and risk management to align with each client’s unique goals and values.
-
Tax-Efficient Strategies: Leveraging his CPA designation, Rod specializes in minimizing tax liabilities through advanced planning techniques, ensuring clients retain more of their wealth.
-
Family CFO Services: Acting as a personal Chief Financial Officer, he coordinates all aspects of his clients’ financial lives, providing clarity and confidence in decision-making.
-
Legacy and Succession Planning: Keith assists in structuring intergenerational wealth transfers, establishing trusts, and creating philanthropic strategies that reflect clients’ legacies.
Client-Centric Philosophy:
Rod’s practice is built on trust, transparency, and personalized service. He believes in proactive communication and collaborates closely with a network of legal and financial professionals to deliver seamless solutions. By staying abreast of technological advancements and market trends, Rod ensures his clients benefit from innovative tools and strategies.
Credentials:
-
Certified Public Accountant (CPA)
-
Personal Financial Specialist (PFS)
-
Bachelor of Science in Accounting, University of South Carolina
Connect with Rod:
Discover how Keith can serve as your trusted advisor and Family CFO, guiding you toward financial security and legacy preservation
Brenda Dooley
Brenda joined Carolina Wealth Management as an administrative assistant in 2018. Her tenure as a Lexington One educator and counselor provides her with a wealth of experiences that transition to the world of finance. She enjoys connecting with clients and supporting the Carolina Wealth Management Team.
