Wealth Management Office Foyer

Our Team


CB&T Wealth Management


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
Investment Executive
mbeasley@cbtwealth.com




 
   Michelle Campbell
   Client Relationship Manager
   mcampbell@cbtwealth.com




 
Contact Us:
Phone: (843) 398-2873
Fax: (843) 664-0578
185 W. Evans St.  Florence, SC 29501

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. CB&T Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CB&T Wealth Management, and may also be employees of Carolina Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Carolina Bank or CB&T Wealth Management.  Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value


Your Bank (“Carolina Bank") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: SC, NC, FL, GA, IL, MD, NY, TN, TX, VA, WI