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.
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.
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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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer us, they will receive an email with a link to our website where they can learn about what it’s like to work with us and reach out for a complimentary consultation, if they choose. We look forward to the opportunity to help your friend or family members achieve their financial goals.
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