Carolinas Wealth Management

For over two decades, Carolinas Wealth Management has dedicated itself to guiding clients in achieving their financial objectives through a collaborative team approach. We specialize in comprehensive wealth management services in Myrtle Beach, offering financial services and serving as a boutique financial advisory firm. Our wealth advisory practice in Myrtle Beach offers tailored strategies that address your unique needs, supported by our team of financial advisors who work closely with your CPAs, tax advisors, and estate planning attorneys to coordinate many aspects of your financial life.

As your financial partners, we offer proactive retirement planning, capital management, and personalized financial advice in Myrtle Beach. Since our founding, Carolinas Wealth Management has upheld core values of personalized service, one-on-one guidance, and customized solutions. We stand ready to help meet our clients’ needs effectively.

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Team photo for Carolinas Wealth Management
Team photo for Carolinas Wealth Management

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Advisors

Sam Head

CEP®, APMA, CRPC

Private Wealth Advisor

Certified Estate Planner™
Visit Sam Head's website

Heyward Barnes

CPA

Financial Advisor

Certified Public Accountant
Visit Heyward Barnes's website

Trey Bruner

CMFA®, APMA

Financial Advisor

Certified Military Financial Advisor®
Visit Trey Bruner's website

Karyn Cavanaugh

Financial Advisor

Chief Investment Officer of Carolinas Wealth Management
Visit Karyn Cavanaugh's website

River Williams

Financial Advisor

Visit River Williams's website


Team

Wendy Wright

Wendy Wright

Client Relationship Manager

Personal Intro

Client Relationship Manager at Carolinas Wealth Management, where she works closely with our team to deliver a consistently exceptional experience throughout the client relationship. As a passionate advocate for our clients, Wendy helps ensure client requests are handled promptly and with a smile. She also manages all client engagement functions in the upstate.

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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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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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Ellenor Burrell

Ellenor Burrell

Client Service Specialist,

Intern

Personal Intro

Ella joined the team as a Client Service Specialist in January 2024. She is from Walhalla, SC and is currently a Junior at Clemson University studying Financial Management. Ella assists with marketing and client services to ensure clients receive excellent care as well as timely information.

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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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Cole Gibson

Cole Gibson

Client Service Specialist,

Intern

Qualifications

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Elizabeth Head

Elizabeth Head

Executive Assistant