Lauryn Harbour is the Director of Compliance & Operations for Carolinas Wealth Management Group. She is dedicated to optimizing the firm's strategic efforts and implementing decisions that provide positive impact and value to our clients.
Kayleigh McAllister is the Regional Customer Experience Manager at Carolinas Wealth Management Group.
James Byron is a Client Service Specialist at Carolinas Wealth Management Group. He works with advisors to implement the detailed plans that are created, and coordinates the onboarding process to ensure that all new and existing clients are well served.
After you complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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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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The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose. We will be notified of your referral but will not receive your friend's contact information.
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