Carolina Wealth Management, Inc.

Joseph Parker is a financial advisor with Carolina Wealth Management, Inc. in Greenville, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at First Citizens Bank for four years before joining Carolina Wealth Management in 2020. Carolina Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses by providing investment management, financial planning, and pension consulting services. The firm employs a strategic asset allocation approach using a core of no-load mutual funds and ETFs, with an emphasis on client education through periodicals and workshops offered at no charge.

Thomas Meyer is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, holding a Series 66 designation with 17 years of industry experience. He has worked at Carolina Wealth Management since 2008. Carolina Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses, providing investment management, financial planning, pension consulting, and related advisory services. The firm emphasizes strategic asset allocation using a mix of passive and active managers, offers educational seminars and wealth education services at no charge, and provides pension consulting with the capability to act as an ERISA co-fiduciary.

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. with one year of industry experience. He holds the Series 65 designation and has previously worked at State Employees Credit Union and Coastal Industrial Inc. before joining his current firm. Carolina Wealth Management serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses, providing investment management, financial planning, and pension consulting. The firm emphasizes strategic asset allocation using a blend of passive and active managers and is notable for client education through periodicals and workshops offered at no charge.