Carolinas Wealth Management

Carolinas Wealth Management has been focused on helping our clients plan to achieve their financial goals, through a team approach for over 20 years. We offer in-depth knowledge of areas that help to implement optimal wealth management strategies. Our team of financial advisors, working together with our clients' CPAs as well as tax and estate planning attorneys, can help ensure that the many areas of one’s financial life are addressed and coordinated.

As your financial advisors, you can enjoy more confidence that comes from knowing we are working with you to help plan for your financial future. Since our inception, Carolinas Wealth Management has never lost sight of our core business values: a personalized approach, knowledgeable advice, and tailored service. With offices conveniently located throughout South Carolina and North Carolina, we are easily accessible to help meet our clients’ needs.

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Team photo for Carolinas Wealth Management
Team photo for Carolinas Wealth Management

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Advisors

Advisor photo for Trey Bruner

Trey Bruner

CMFA®, APMA

Financial Advisor

Certified Military Financial Advisor®
Visit Trey Bruner's website
Advisor photo for David Monckton

David Monckton

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Monckton's website
Advisor photo for Heyward Barnes

Heyward Barnes

Financial Advisor

Visit Heyward Barnes's website
Advisor photo for Karyn Cavanaugh

Karyn Cavanaugh

CFA®

Financial Advisor

Chief Investment Officer of Carolinas Wealth Management
Visit Karyn Cavanaugh's website
Advisor photo for River Williams

River Williams

Financial Advisor

Visit River Williams's website


Team

Jennifer Lauryn Harbour

Jennifer Lauryn Harbour

Practice Manager,

Chief Operating Officer of Carolinas Wealth Management

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.

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Wendy Wright

Wendy Wright

Client Relationship Manager

Personal Intro

Client Relationship Manager at Carolinas Wealth Management, where she works closely with our team to deliver a consistently exceptional experience throughout the client relationship. As a passionate advocate for our clients, Wendy helps ensure client requests are handled promptly and with a smile. She also manages all client engagement functions in the upstate.

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Kelly Cooper

Kelly Cooper

Client Relationship Manager

Personal Intro

Client Relationship Manager 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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Kristie Swygert

Kristie Swygert

Client Service Specialist

Personal Intro

Client Service Specialist at Carolinas Wealth Management. She is one of our firm’s main relationship managers, in Leesville and Aiken, working closely with our team of Financial Advisors, CPA and attorney partners to ensure our mutual clients are receiving the best experience possible.

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Jack Webster

Jack Webster

Client Service Specialist,

Intern

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! An Eagle Scout from Texas, he is currently in his Senior year at Clemson University. He is majoring in Financial Management, with an emphasis in Financial Planning.

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Mikaela Norris

Mikaela Norris

Operations Specialist,

Intern

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 Business Economics at Francis Marion University.

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Ellenor Burrell

Ellenor Burrell

Client Service Specialist,

Intern

Personal Intro

Ella joined the team as a Client Service Specialist in January 2024. She is from Walhalla, SC and is currently a Junior at Clemson University studying Financial Management. Ella assists with marketing and client services to ensure clients receive excellent care as well as timely information.

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Henry Como

Henry Como

Client Service Specialist,

Intern

Personal Intro

Henry is a Client Service Specialist at Carolinas Wealth Management. He joined the team in January 2024. He is originally from Cold Spring Harbor, New York, but moved to the area to study Financial Management at Clemson University. He recently graduated from Clemson and is working toward becoming an advisor.

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Nona Head

Nona Head

Client Service Coordinator

Personal Intro

Client Service Coordinator 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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Elizabeth Head

Elizabeth Head

Executive Assistant