Wealth Management Office Foyer

Our Team

Photo of Tim Williams of the Wealth Management Division
 
 Timothy M. Williams, CMFC
Vice President of Investments
twilliams@cbtwealth.com




 
Photo of Megan Beasley of Wealth Management Division
 
 Megan B. Gioldasis
Branch Manager
mbeasley@cbtwealth.com





Ashley Sheffield of Wealth Management Division
 
 Ashley Sheffield
Client Associate
 
 
 
 
 
 
Contact Us:
Phone: (843) 398-2873
Fax: (843) 664-0578
185 W. Evans St.  Florence, SC 29501

There is NO FEE for the initial consultation, where you decide whether our customized approach to your personal financial goals fits your needs.
 
Securities and Advisory Services offered through Cantella & Co., Inc., member FINRA/SIPC. Carolina Bank is not affiliated with Cantella & Co., Inc. Cantella & Co., Inc.'s registered representatives may only conduct business with residents of the states for which they are properly registered. The services offered are not insured by FDIC, and other government agency, or any other bank insurance, are not deposits or obligations of the bank and are subject to risk, including the possible loss of principal. Registered to conduct securities business in the following states; SC, NC, FL, GA, MD, VA, TX, NY, TN.
 
*Securities are not FDIC insured, obligations of or guaranteed by Carolina Bank and involve risk, including loss of principal.
 
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