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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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.
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.
Kathleen joined the team in April 2025 as a Full-Time Client Service Specialist. She graduated from the University of South Carolina with a B.S. in Finance, concentrating in Data Analytics. Kathleen’s primary focus is working closely with advisors and the operations team to create a positive client experience.
Anthony joined the team in May 2025 as our Client Service Specialist Intern. Anthony is from Frederick County, Maryland. He is currently studying Finance with a focus in Wealth Management and Financial Planning at Coastal Carolina University. Anthony will assist the financial advising team to provide great customer service.
Ella joined the team as a Client Service Specialist in January 2024. She is from Walhalla, SC and is currently a student at Clemson University studying Financial Management and Accounting. Ella assists with marketing and client services to ensure clients receive excellent care as well as timely information.
Madison joined the team in March of 2025 as our Client Service Specialist. She is from Bluffton, SC and is studying Financial Management and Accounting at Clemson University. Madison will assist the financial advising team to provide great customer service.
Ansley joined the team in April 2025 as our Marketing Intern. She is from Savannah, Georgia, and currently studies Marketing and Biology at Clemson University, and is a member of the Cheer Team! While providing great client service, Ansley will also focus on assisting with event planning and orchestrating the delivery of timely information to clients.
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