With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
close
View Larger
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.
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.
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.
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.
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
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. 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.
Your request has been successfully submitted.
I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.
Your referral will hear from me soon. Feel free to let them know in advance that I will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.