Carolinas Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

David Monckton

David Monckton

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit David Monckton's website
Karyn Cavanaugh

Karyn Cavanaugh

Financial Advisor

Chartered Financial Analyst®
Visit Karyn Cavanaugh's website

Team

Jennifer Lauryn Harbour

Jennifer Lauryn Harbour

Practice Manager,

Chief Operating Officer

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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Kayleigh McAllister

Kayleigh McAllister

Client Relationship Manager

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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James Byron

James Byron

Client Service Specialist

Qualifications

  • Attended Ave Maria University majoring in Finance.

Roles & Responsibilities

  • Client Service Specialist at Carolinas Wealth Management. He helps our financial advisors implement the personalized plans for each client and also coordinates the onboarding process for new clients.
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