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.
close
View Larger
Wendy, Operations Director at CWM, began her career in the financial industry in 2021 after building a distinguished foundation in healthcare operations and leadership. With over 20 years in senior management, accounting, compliance, and auditing, she has led complex organizations, overseen national training initiatives, and delivered disciplined operational and financial oversight across multiple industries.
Business Management at Manatee Technical College
Real Estate license through Tri-County Technical College
Major in Patient Care Assistant at Manatee Technical College
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.
She brings over 20 years of experience in education, including public, charter, and private schools, as well as eight years as Head of School. She applies strong leadership and organizational abilities to her role as Practice Manager, supporting smooth operations and client service. She lives in Myrtle Beach with her family and remains active in her church community.
Bachelor of Science in Human Development and Family Studies from Colorado State University
Master of Education in Curriculum and Instruction from the University of Denver
Lector and Chalice Bearer at Trinity Anglican Church
Kathleen partners with advisors to help turn your financial goals into a clear, actionable plan. With a finance degree and a knack for data analytics, she brings precision and insight to every detail. Her focus? Helping to make your financial journey feel organized, personalized, and built to with the long-term in mind to prepare for the ups and downs of life.
Alec has over two years in the financial industry and a finance degree focused on planning from Western Carolina University where he also played two years of collegiate baseball. His commitment is to make your planning process smooth, clear, and focused on what matters most, your financial future.
Amadea Friedl joined the team as an intern while obtaining her Finance degree at Clemson University. Amadea’s primary responsibilities are to assist with client concerns, support client relationships, and contribute to day-to-day operational needs. She is eager to continue developing her skills in client service, financial planning, and professional communication while delivering a positive experience for every client.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2026 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer us, the person you refer will receive an email with a link to our website. From there, they can learn more about what it’s like to work with us and reach out for a complimentary initial consultation, if they choose. We will receive your contact’s information and may reach out to them directly.
Your referral will hear from us soon. Feel free to let them know in advance that we will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2026 Ameriprise Financial, Inc.