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.
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.
All fields are required.
Ameriprise Financial understands that privacy and security are important to you. We will only
use the information you are providing to send offers we believe are relevant to you and, if
you become a client, to send you information about your accounts.
Direct URL to this form:
The initial consultation provides an overview of financial planning concepts. You will not
receive written analysis and/or recommendations.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
Consult with your tax advisor or attorney regarding specific tax issues.
corporate entities and important disclosures |
website rules and regulations |
privacy and security center |
about email fraud
Your message has been sent successfully.
Thank you for requesting a consultation.
We will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice we provide if you decide to work with us.
Prepare for your consultation
by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
written analysis and/or recommendations.
Your message was not sent.
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
© 2022 Ameriprise Financial, Inc. All rights reserved.
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.
The person you refer will receive an email with a link to visit our website
and contact us for a complimentary consultation, if they choose.
will be notified of your referral with your friend's contact information and may reach out to them directly.
Direct URL to this form:
Your referral will receive an email with a link to visit our website and contact us for a complimentary consultation form. We will be notified of your referral with your friend's contact information and may reach out to them directly.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2022 Ameriprise Financial, Inc.