Our advisors

Sam Head

Sam Head

CEP®

Financial Advisor

Learn more about Sam Head Visit Sam Head's website
David Monckton

David Monckton

CFP®

Financial Advisor

Learn more about David Monckton Visit David Monckton's website

Mike Fusco

CRPC®

Financial Advisor

Learn more about Mike Fusco Visit Mike Fusco's website

Our team

Lauryn Harbour

Lauryn Harbour

Practice Manager

Personal Intro

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.

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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 Group.

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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 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.

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