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.


Our advisors

Sam Head, Private Wealth Advisor serving the Seneca, SC area - Ameriprise Advisors

Sam Head

CEP®, APMA, CRPC

Private Wealth Advisor

Certified Estate Planner™
Learn more about Sam Head Visit Sam Head's website
David Monckton, Financial Advisor serving the Seneca, SC area - Ameriprise Advisors

David Monckton

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about David Monckton Visit David Monckton's website
Trey Bruner, Financial Advisor serving the Seneca, SC area - Ameriprise Advisors

Trey Bruner

AAMS, CMFA®, APMA

Financial Advisor

Certified Military Financial Advisor®
Learn more about Trey Bruner Visit Trey Bruner's website
Heyward Barnes, Financial Advisor serving the Seneca, SC area - Ameriprise Advisors

Heyward Barnes

CPA, APMA

Financial Advisor

Certified Public Accountant
Learn more about Heyward Barnes Visit Heyward Barnes's website
Karyn Cavanaugh, Financial Advisor serving the Seneca, SC area - Ameriprise Advisors

Karyn Cavanaugh

CFA®, AWMA℠

Financial Advisor

Chief Investment Officer of Carolinas Wealth Management
Learn more about Karyn Cavanaugh Visit Karyn Cavanaugh's website
Kimberly Kanagy, Financial Advisor serving the Seneca, SC area - Ameriprise Advisors

Kimberly Kanagy

CMFA®

Financial Advisor

Learn more about Kimberly Kanagy Visit Kimberly Kanagy's website
Alex Ledbetter, Financial Advisor serving the Seneca, SC area - Ameriprise Advisors

Alex Ledbetter

Financial Advisor

Insurance Specialist
Learn more about Alex Ledbetter Visit Alex Ledbetter's website


Our team

Jennifer Lauryn Harbour

Jennifer Lauryn Harbour

Practice Manager,

Chief Operating Officer of

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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Wendy Wright

Wendy Wright

Business Development Director

Personal Intro

Business Development Director at Carolinas Wealth Management, where she works closely with our team to design & deliver consistently exceptional experience throughout the client relationship. As a passionate advocate for our clients, Wendy manages the client insight, marketing, & community engagement program for the practice.

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Kelly Cooper

Kelly Cooper

Client Relationship Manager

Personal Intro

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.

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Kristie Swygert

Kristie Swygert

Client Service Specialist

Personal Intro

Client Service Specialist at Carolinas Wealth Management. She is one of our firm’s main relationship managers, in Leesville and Aiken, working closely with our team of Financial Advisors, CPA and attorney partners to ensure our mutual clients are receiving the best experience possible.

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Heather Brammell

Heather Brammell

Office Manager

Personal Intro

Office Manager at Carolinas Wealth Management’s Aiken office. Her duties include handling incoming calls, scheduling appointments, and client service, among others. Heather graduated from Ashland Community Technical College in Ashland, KY with her Associates Degree in Accounting. She has worked in various office settings over the span of her career including public accounting and tax preparation before relocating to Aiken.

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Jack Webster

Jack Webster

Client Service Specialist,

Intern

Personal Intro

Client Service Specialist at Carolinas Wealth Management. He helps our team of financial advisors implement personalized plans for our clients and coordinates the onboarding process for new clients to ensure they receive excellent care!An Eagle Scout from Texas, he is currently in his Junior year at Clemson University. He is majoring in Financial Management, with an emphasis in Financial Planning.

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Mikaela Norris

Mikaela Norris

Operations Specialist,

Intern

Personal Intro

Mikaela is a Business Development Specialist at Carolinas Wealth Management. She joined the team in April 2021 and has helped run data for maintaining great client care and tracking. Mikaela studies Business Economics at Francis Marion University.

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Nona Head

Nona Head

Client Service Coordinator

Personal Intro

Client Service Coordinator at Carolinas Wealth Management. Handling incoming calls & scheduling appointments, along with office personnel matters. Nona graduated from Clemson University in Therapeutic Recreation after completing an internship at Hall Psychiatric Hospital in Columbia, SC. She returned to Clemson University after her children were born &received her degree in Elementary & Secondary Education

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Elizabeth Head

Elizabeth Head

Executive Assistant