Greenville: 252-439-1344 | Pinehurst: 910-215-0162
Advisor, Certified Financial Planner®
Jonathan Blackwell is a Certified Financial Planner™ with 25 years of experience in financial services and has been a CFP® practitioner since 2004. He brings a strong planning background and a long history of community involvement across the Triangle region.
Meet Our Team
Dedicated professionals committed to your financial success. Our team brings together decades of expertise in wealth management and client-focused operations.
managing partner, Accredited Investment Fiduciary®
David R. Damm is a co-founder and Managing Partner of Carolina Wealth Management, where he serves as a senior investment advisor and chairs the firm’s Investment Committee. With more than 20 years of experience writing, speaking, and educating clients on investment practices, David brings a disciplined and educational approach to wealth management.
Director of Client services
Adam serves as Compliance Officer & Office Administrator at Carolina Wealth Management, helping support daily operations, client service coordination, and the overall organization of the office. His role helps ensure clients and team members receive responsive, professional support throughout their experience with the firm.
advisor & office administrator
Jorge supports the CWM team through client service, financial planning support, trade & research operations, and technology initiatives. Fluent in Spanish. Jorge is passionate about using thoughtful communication and modern tools to create a smoother client experience.
managing partner
Derek Pszenny is a co-founder and Managing Partner of Carolina Wealth Management, serving individual and corporate clients while coordinating with outside tax, estate, and charitable planning professionals. A former U.S. Marine and Master Elite IRA Advisor, Derek emphasizes integrity, transparency, and fiduciary education in his work with clients.
Advisor, Accredited Investment fiduciary®, CRPS®
Parish Parker is an Institutional Advisor who helps plan sponsors establish and maintain qualified retirement plans through plan design, investment management, participant education, and ERISA fiduciary support. With 15 years of retirement plan industry experience, Parish brings deep institutional knowledge to employers, participants, and beneficiaries.
Frances Clayton
Client Service Representative
Frances has been with Carolina Wealth Management for 6 years and plays an important role in supporting the firm’s client service efforts. She is dedicated to helping clients navigate their questions and needs with care, professionalism, and attention to detail.
institutional plan director, accredited investment fiduciary®
Duff Meyer serves as Director of Qualified Plans at Carolina Wealth Management, helping plan sponsors navigate retirement plan responsibilities and regulatory changes. He is an Accredited Investment Fiduciary and an advocate for transparent, participant-focused retirement plan guidance.
Carolyn Moore
Client Service Representative
Carolyn has been part of Carolina Wealth Management for 13 years and brings a deep commitment to creating a thoughtful, reliable client service experience. She is passionate about helping clients feel welcomed, supported, and cared for throughout their relationship with the firm.