Carolinas Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Sam Head, Private Wealth Advisor serving the Mount Pleasant, SC area - Ameriprise Advisors

Sam Head

CEP®, APMA®, CRPC®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Sam Head's website
David Monckton, Financial Advisor serving the Mount Pleasant, SC area - Ameriprise Advisors

David Monckton

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Monckton's website

Team

Jennifer Lauryn Harbour

Jennifer Lauryn Harbour

Practice Manager,

Chief Operating Officer

Personal Intro

Lauryn Harbour is the Practice Manager for Carolinas Wealth Management. She is dedicated to optimizing the firm's strategic efforts and implementing decisions that provide positive impact and value to our clients. Lauryn graduated Magna Cum Laude from the University of South Carolina in 2004, with majors in Finance and Management.

Qualifications

  • Graduated Magna Cum Laude from the University of South Carolina in 2004, with majors in Finance and Management.

Roles & Responsibilities

  • Practice Manager for Carolinas Wealth Management. She is dedicated to optimizing the firm's strategic efforts and implementing decisions that provide impact and value to our clients.
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Kelly Cooper

Kelly Cooper

Client Concierge

Personal Intro

Client Concierge at Carolinas Wealth Management. With over 30 years’ experience in the financial services industry, including over 20 years on Wall Street working for a Stock Specialist firm & 10 years at a brokerage firm. Primary responsibility is to create an exceptional experience for our clients, which starts with the foundation of relationships she has established since 2010.

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Wendy Wright

Wendy Wright

Business Development Director

Personal Intro

Business Development Director at Carolinas Wealth Management, where she works closely with our team to design & deliver a consistently exceptional experience throughout the client relationship. As a passionate advocate for our clients, Wendy manages the client insight, marketing, & community engagement program for the practice.

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Nona Head

Nona Head

Client Relationship Manager

Personal Intro

Client Relationship Manager at Carolinas Wealth Management. Handling incoming calls & scheduling appointments, along with office personnel matters. Nona graduated from Clemson University in Therapeutic Recreation after completing an internship at Hall Psychiatric Hospital in Columbia, SC. She returned to Clemson University after her children were born & received her degree in Elementary & Secondary Education.

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River Williams

River Williams

Client Service Specialist

Personal Intro

Client Service Specialist at Carolinas Wealth Management. He helps our team of financial advisors implement personalized plans for our clients and coordinates the onboarding process for new clients to ensure they receive excellent care! River is a life-long resident of Myrtle Beach, and received his Bachelor’s degree in Finance from Coastal Carolina University.

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Ann Monckton

Ann Monckton

Office Manager

Katie Diaz

Katie Diaz

Client Service Specialist

Personal Intro

Client Service Specialist at Carolinas Wealth Management. Working with our financial advisors, she helps to put together all the information necessary to ensure that client’s holdings are thriving while remaining easy to parse. Her background in client relations and data management has created a focus on quality and accuracy. She served numerous deployments in the United States Navy as a nuclear Machinist Mate.

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Ryan S. Moore

Ryan S. Moore

Client Service Specialist

Personal Intro

Client Service Specialist at Carolinas Wealth Management. He helps our team of financial advisors implement personalized plans for our clients and coordinates the onboarding process for new clients to ensure they receive excellent care! Ryan attends Southern Wesleyan University pursuing a major in Business Administration while minoring in Financial Planning.

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Kayleigh McAllister

Kayleigh McAllister

Marketing Consultant

Personal Intro

Marketing Consultant at Carolinas Wealth Management, where she works closely with our team to design and deliver a consistently exceptional experience. Kayleigh manages the client outreach by strategically mixing social media, email campaigns, custom content creation, and website management for our team. Kayleigh attended Clemson University.

Qualifications

  • Attended Clemson University majoring in Business Management.

Roles & Responsibilities

  • Regional Customer Experience Manager at Carolinas Wealth Management where works closely with our team to design and deliver a consistently exceptional experience throughout the client relationship.
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Elizabeth Head

Elizabeth Head

Executive Assistant

Mikaela Norris

Mikaela Norris

Operations Specialist

Personal Intro

Mikaela is a Business Development Specialist at Carolinas Wealth Management. She joined the team in April 2021 and has helped run data for maintaining great client care and tracking. Mikaela studies Accounting and Business Management at Francis Marion University.

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