Carolina Wealth Management, Inc.

Joseph Parker is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Citizens Bank and Cuna Brokerage Services, Inc. Parker has been with Carolina Wealth Management since 2020. Carolina Wealth Management provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using low-cost fund managers, combining passive and active no-load funds with satellite positions, and offers educational seminars and investment periodicals as part of its client services.

Thomas Meyer is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with 16 years of industry experience. He holds a Series 66 designation and has been with Carolina Wealth Management since 2008. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using a mix of low-cost passive and active no-load funds, with regular portfolio rebalancing and client-specific investment policy statements.

Adam Osterbur is a financial advisor with Carolina Wealth Management, Inc. in Greenville, NC. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Carolina Wealth Management in 2017, he worked at Pinehurst Resort for three years. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using a combination of passive and active no-load funds, with ongoing portfolio rebalancing and client-specific investment policy statements.

Patrick Molamphy is a financial advisor at Carolina Wealth Management, Inc. with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Carolina Wealth Management, he spent 27 years with Nationwide Advisory Services, Inc. and Nationwide Insurance Company. Outside of his advisory role, he is involved in several real estate ventures and serves as a partner and secretary at Albemarle Oil Company. Carolina Wealth Management provides investment management and financial planning services to individuals, trusts, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a mix of passive and active no-load funds, offers both discretionary and non-discretionary portfolio management, and publishes investment periodicals along with educational seminars and workshops.

Jonathan Blackwell is a CFP® professional with 16 years of industry experience, currently serving at Carolina Wealth Management, Inc. in Greenville, NC, where he has worked since 2014. He is a partner in LomaxDirect, Inc., an online book dealer, where he has some oversight over accounting, inventory management, and purchasing. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s approach combines strategic asset allocation with low-cost fund managers, ongoing rebalancing, and client-specific investment policy statements, alongside publishing investment periodicals and offering educational seminars.

Derek Pszenny is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with Carolina Wealth Management since 2004. Carolina Wealth Management provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach focuses on strategic asset allocation using a combination of passive and active no-load funds, with ongoing portfolio rebalancing and client-specific investment policy statements.

David Damm is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, holding a Series 65 designation with nine years of industry experience. He has been with Carolina Wealth Management since 2004. In addition to his advisory role, he is an independent insurance agent offering life and health insurance products. Carolina Wealth Management provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach emphasizes strategic asset allocation using a combination of passive and active no-load funds, ongoing rebalancing, and client-specific investment policy statements, and it offers educational seminars and publishes investment periodicals as part of its client communications.

Jorge Martinez is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, holding a Series 65 designation with one year of industry experience. Prior to joining Carolina Wealth Management, he worked at State Employees Credit Union and Coastal Industrial Inc. Jorge’s background also includes roles outside finance in the food service industry. Carolina Wealth Management provides personalized investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm’s investment approach uses strategic asset allocation with low-cost fund managers, combining passive and active no-load funds, and offers ongoing rebalancing and client-specific investment policy statements.