Our advisors

Sam Head

Sam Head

CEP®, APMA®

Financial Advisor

ACCREDITED ASSET MANAGEMENT SPECIALISTSM
Learn more about Sam Head Visit Sam Head's website
David Monckton

David Monckton

CFP®, APMA®

Financial Advisor

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

Karyn Cavanaugh

Financial Advisor

Chartered Financial Analyst®
Learn more about Karyn Cavanaugh Visit Karyn Cavanaugh's website

Our 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.

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Kayleigh McAllister

Kayleigh McAllister

Client Relationship Manager

Personal Intro

Kayleigh McAllister is the Regional Customer Experience Manager at Carolinas Wealth Management, where she works closely with our team to design and deliver a consistently exceptional experience throughout the client relationship. As a passionate advocate for our clients, Kayleigh manages the client insight, marketing, and community engagement program for the practice. Kayleigh attended Clemson University.

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James Byron

James Byron

Client Service Specialist

Personal Intro

James Byron is a Client Service Specialist at Carolinas Wealth Management Group. He helps our financial advisors implement the personalized plans for each client and also coordinates the onboarding process for new clients to help us take excellent care of each person. James attended Ave Maria University earning a Bachelors degree is Finance before finding the Upstate of South Carolina to be the perfect place to call home.

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Karyn Cavanaugh

Karyn Cavanaugh

Investment Specialist,

Chief Investment Officer