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.
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.
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.
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
Ellie joined the team October of 2024 as the Seneca Marketing Intern. She attends Clemson University pursuing her Master of Science in Marketing. Ellie assists with marketing services to create exceptional client experiences.
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