Making a difference in an individual’s life has been Karyn Cavanaugh’s goal since retiring from her Wall Street career. For more than 20 years, Cavanaugh worked as the senior market strategist and the manager of a five-star rated mutual fund at Voya. When she retired in 2019, her goals shifted from institutional investment management to helping individual families in South Carolina.
Luckily for both Cavanaugh and the Grand Strand area, Carolinas Wealth Management of Ameriprise Financial encourages its employees to do just that by focusing on comprehensive financial planning and wealth management. Financial Advisor Cavanaugh, and other financial advisors, spend extra time and effort to get to know each client on a personal level to create customized strategies to help them reach their financial goals. Since the inception of Carolina Wealth Management over 20 years ago, the motto has been: “A personalized approach, trusted advice and exceptional service.”
Cavanaugh holds the Chartered Financial Analyst designation (CFA)®, which means she holds the designation held by many on Wall Street but few on Main Street. Her expertise in money management meshes well with company’s signature service of comprehensive, written financial plans that help clients navigate the many financial challenges they may face both today and in the future. In addition to that, Cavanaugh manages a number of specialized stock portfolios only available to Carolinas Wealth Management clients. They also have digital tools that allow clients 24-7 access to their investments from their computer or smartphone.
Ameriprise Financial has been putting clients first for more than 125 years, thanks to the hard work of advisors such as Cavanaugh and Carolinas Wealth Management founder David Monckton, CFP®. Beyond their trustworthiness, the company has a history of giving back—for example, in 2008, they advanced $700 million to clients during the Great Recession. Plus, in 2018, Ameriprise Financial and its employees contributed approximately 100,000 volunteer hours, 247 grants awarded, and support of more than 7,800 non-profit organizations internationally and across the U.S.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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1300 Professional Drive
Myrtle Beach, SC 29577
(843) 497-8505
carolinaswealth.com
