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Contact Us
Carolina Wealth Management
Greenville Office
1706-A East Arlington Blvd.
Greenville, NC 27858
(252) 439-1344
(800) 372-0452
(866) 295-6986
Pinehurst Office
244 Olmsted Blvd. Suite D
Pinehurst, NC 28374
(910) 215-0162
(800) 372-0452
(866) 295-6986
1706-A East Arlington Blvd.
Greenville, NC 27858
244 Olmsted Blvd. Suite D
Pinehurst, NC 28374
Complimentary "Get Acquainted" Meeting
We offer a complimentary "Get Acquainted" meeting to describe our services,
and to see if our services are right for you. Please complete the form below.
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Meet The Team
David R. Damm, AIF®
Managing Partner
David is the co-founder of Carolina Wealth Management, Inc. He is a senior investment advisor to individuals and chairs the firm’s Investment Committee. For over 20 years, David has written investment articles, hosted seminars and has been involved in helping individuals develop prudent investment practices for their investment and retirement accounts. In 2018, he was interviewed and published in an article, “Educating the Public on Investing Leads to a Successful Wealth Management Firm,” in the January edition of Advisors Magazine.
David is certified as an Accredited Investment Fiduciary (AIF), by the Center for Fiduciary Studies in association with the University of Pittsburgh's Center for Executive Education. He received a BS from Appalachian State University and an MBA from East Carolina University.
David was born and raised in Greensboro, NC. David and his wife, Lori have three children and currently live in Greenville, NC. He is active in the community and has participated on many local and national boards and committees. In his spare time, he enjoys spending time with his family, playing golf and hockey, and traveling.
Derek Pszenny
Managing Partner
Derek is the co-founder of Carolina Wealth Management, Inc. He serves as a senior investment advisor to individual and corporate clients. Derek also serves as the firm's liaison with other professional advisors in the area of tax, estate and charitable planning.
As a former U.S. Marine, Derek believes that integrity and transparency are the most important characteristics in a financial advisor. Therefore, he devotes most of his time to educating the public about the "dark secrets" of the brokerage industry. He learned these secrets while working for two national brokerage firms, prior to joining a local independent investment advisory firm.
Derek is actively involved in several community activities including the East Carolina Economics Advancement Council, Southern Pines Rotary Club, Boys and Girls Club of the Sandhills and the Moore County Chamber of Commerce.
Derek lives in Pinehurst with his wife, two children and two dogs.
Duff Meyer, AIF®
Institutional Director
Duff is the Director of Qualified Plans at Carolina Wealth Management. He is dedicated to helping plan sponsors understand and remain compliant in the changing regulatory environment.
Additionally, Duff has written several articles and presented to management and human resource organizations on ways to improve your qualified plan. The most popular, Five Steps to a Better Retirement Plan, is a step-by-step guide for plan sponsors to build a better 401k plan. Duff remains a consistent advocate for the plan sponsor, the plan participant and a transparent retirement plan industry.
Duff is certified as an Accredited Investment Fiduciary (AIF). AIF designees are trained in investment fiduciary responsibility and portfolio management.
Duff lives in Pinehurst with his wife and enjoys fishing, golfing and reading.
JONATHAN BLACKWELL, CFP®
Certified Financial Planner™
Jonathan is a Certified Financial Planner™ at Carolina Wealth Management. Jonathan is in his 25th year working in the financial services and a Certified Financial Planner™ practitioner since 2004.
Actively involved in the Triangle since 1998, he has been through the Leadership Cary program, served on the board of the Lucy Daniels Center and volunteered in the past with the MS150, Jaycees, Junior Achievement and Raleigh, Cary and Garner Chambers of Commerce.
Born and raised outside of Charlotte, Jonathan received a Bachelor of Arts degree in economics from N.C. State University. He currently resides in Chapel Hill with his wife, daughter, three dogs, a cat, ten chickens and six goats. He enjoys hiking, camping, fly fishing and working on his mini-farm.
Parish Parker, AIF®, CRPS®
Institutional Advisor
As an Institutional Advisor with Carolina Wealth Management, Parish helps plan sponsors establish and maintain qualified retirement plans through comprehensive plan design, investment management, participant education, and ongoing ERISA fiduciary support. His 15 years experience in the retirement plan industry have helped him establish a track record of plan sponsor excellence. Additionally, Parish works with individual plan participants and their beneficiaries by providing transparent recommendations that lead to successful retirement outcomes.
Prior to joining Carolina Wealth Management, Parish worked for a regional bank Trust division managing Institutional clients with Qualified Retirement plans, including Defined Benefit and Cash Balance plans. He also worked for two national record keeping firms serving as the qualified plan expert on behalf of advisors. Parish is certified as an Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS®). He received a Business Administration degree from Florida Southern College.
Originally from Florida, Parish is married with 2 boys and has lived in the Triangle since 2007. He enjoys spending time with his family and enjoys golf while staying active with an occasional triathlon, run or open-water swim.
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Client
Sunmill Energy
Area
Branding / Webdesign
Date
March 2016
Visit Website
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The Company
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The Mission
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Branding
Finding a new brand identity.
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UI/UX Design
Creating a new web experience.
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App Solution
An application that covers all my client's needs in one coherent design.
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In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.
Credits
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- Created on .
Client
Sunmill Energy
Area
Branding / Webdesign
Date
March 2016
Visit Website
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus.
The Company
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.
The Mission
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem. Nulla consequat massa quis enim. Donec pede justo, fringilla vel, aliquet nec, vulputate eget, arcu. In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo nullam.
Branding
Finding a new brand identity.
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.
UI/UX Design
Creating the new web experience.
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus donec.
App Solution
An application that covers all my client's needs in one coherent design.
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient.
In enim justo, rhoncus ut, imperdiet a, venenatis vitae, justo. Nullam dictum felis eu pede mollis pretium. Integer tincidunt. Cras dapibus. Vivamus elementum semper nisi. Aenean vulputate eleifend tellus. Aenean leo ligula, porttitor eu, consequat vitae, eleifend ac, enim.
Credits
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
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An Independent
Financial Advisory Firm.
INTEGRITY . . . INDEPENDENCE . . . PROFESSIONALISM
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Free Financial Review
Client Portal
Investment Management
The economic markets of today are rapidly changing.
We analyze and monitor the movement of stocks, bonds, mutual funds, etfs, and money market funds to focus on proper asset allocation models.
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Retirement Planning
Disciplined retirement planning builds a clear path to your financial security.
We help you establish realistic outlines and investment recommendations for managing your financial priorities both now, and in the future.
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Simply Better Financial Advice
Why Choose Us
Carolina Wealth Management, Inc. is an independent, registered investment advisory firm. Our primary goal is to educate individuals about today's financial markets in order to help them plan for a secure financial future. As a fiduciary, we utilize a prudent investment process focused on the individual not the investment product. Our personal service and dedication to client needs set us apart from the competition.
In providing these services to our clients:
Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
We offer customized, non-proprietary solutions solely in our Clients’ best interest.
We are committed to these principles. They direct our fund management, our investment programs and our financial advice.
Let's Get Acquainted
We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Get in touch
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