Carolina Financial Group

Managing Director

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As the Managing Director of Carolina Financial Group, Kim works directly for our financial planners, financial advisors and financial professionals. She helps to develop practice building opportunities that focus on the unique skillsets of our professionals, while complimenting these financial professionals with opportunities to grow and develop their teams. Whether just starting out or a veteran financial planner, financial advisor or financial professional, Kim digs deep to understand the value of that financial professional's practice and help to grow that practice through teaming, AUM, client acquisition, etc. Kim prides herself on the unique culture that she has built, as it is one of practice sharing and development, support, and high-performance execution. The Carolina Financial Group continues to grow and evolve as the face of our communities’ change, and we look forward to working alongside our clients so that they can continue to make informed and educated financial decisions. Kim is actively involved in the communities served, giving back and volunteering as a team on issues that matter most and are near and dear to our hearts. We support each other in these endeavors and have a wide variety of causes that we support, from Bikes for Kids, to Core Wrestling, to the Leukemia and Lymphoma Society, our financial professionals are engaged and understand the importance of being an active member in our communities.

Associate Managing Director

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During his 15 years with Prudential, Jim has held various roles beginning as an advisor in Philadelphia, PA, where he grew up. Prudential gave Jim the opportunity to advance his career and support and run offices in various markets along the east coast including Boston, New York and Florida. Most recently, the chance to partner with a great team in the Carolinas came up, so in August of 2019 Jim relocated with his wife and four children to Mount Pleasant, SC. Partnering with Managing Director Kim Turner, together they oversee the operations of the office guiding it as a comprehensive financial planning office that is made up of teams of financial planners, financial advisors and financial professionals that work together to create the best possible experience for their clients. Financial Planning is key interest of Jim’s and he is always looking for ways to improve the process, collaborate and share best practices with our teams. He is also the Co-Chair for Prudential’s Technology Field Advisory Council, which brings the field and home office partners together to utilize feedback in order to help execute the business strategy that helps grow revenue and improve the field experience.

Director of Sales Support & Oversight

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Since graduating from the University of Mississippi in 1992 with a MBA in finance, Brent has worked within the financial services industry. Brent has worked in several capacities within the industry – beginning in sales then worked as a securities investigator before beginning a career in compliance. Over the past 29 years, 25 of those years have been in compliance. Brent served seven years as Chief Compliance Officer with three different broker-dealers. Brent started two broker-dealers, an Investment Advisor firm, and a General Insurance agency prior to affiliating with Prudential Advisors in 2011. Brent currently resides in Rock Hill, SC where he lives with his wife of 31 years, Celeste. He has 3 children, 1 granddaughter and a grandson.

Regional Director

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During Jon’s 17 years in the Financial Services industry, he’s learned that practicing on role plays, language development, reviewing live case studies and working alongside your peers are the most important items in developing a financial planner, financial advisor or financial professional's skill set. This philosophy led Jon to develop two programs for the Carolina Financial Group. The first program is a Marketing Day, where we focus an entire day on building new client activity. These discussions are focused on adding value to new client acquisition conversations and helping financial planners, financial advisors and financial professionals think outside of their normal talking points. We then have a dedicated call period where financial planners, financial advisors and financial professionals make their own calls. This has been a great motivator to drive business, to enjoy working with your peers and to learn from unique speakers you may not normally run into. The second program is a Leads Mentor program. One of the many benefits Prudential Advisors offers is the culture of giving time and talent from our successful peers. Within the years of this program existing, we’ve seen production increase significantly for the financial planners, financial advisors and financial professionals working with the Leads Mentors as well as new teams being formed and new specialties developed. Overall, you will see a consistent culture with our office with a focus on giving back to fellow financial planners, financial advisors and financial professionals, ongoing support from our office leadership, and guidance to make your practice even better.

Regional Director & Financial Planner

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Brendan is dedicated to helping financial professionals grow their AUM through specialized training and support. It is important to him to remain a great resource to the financial professionals for Portfolio creation, Financial Planning, and Group Benefits. An additional passion Brendan has is business acquisition. He has purchased two books of business in his career, and he even sold his own in 2018. Over the years Brendan has coached multiple other financial professionals on how to do the same. When it comes to growing a business, it is all about scale! Let him show you how to leverage others to help you focus on the parts of the business you love.

Business Development Manager

Ray is the Business Development Manager for the Carolina Financial Group. He is responsible for developing and executing the recruitment strategy in partnership with the agency's leadership. Ray joined Prudential and the Carolina Financial Group in 2017 and brings over 15 years of recruiting and talent acquisition experience. A native of Charlotte and graduate of Appalachian State University, he lives in Rock Hill, SC with his wife and two children.

Sales Support Administrator

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Brandi manages the Greensboro, NC office and assists with the onboarding of new hires. She also creates the Carolina Financial Group’s quarterly newsletter and maintains the Sharepoint site. She also assists financial planners, financial advisors and financial professionals with public appearance and seminar events, as well as with licensing and registration.

Sales Support Specialist

Sandi is a Sales Support Specialist. In her role, she manages the Coltsgate Road office. Sandi also assists with licensing and Blue Sky registration. She is also the business continuation coordinator for the office and assists leadership, financial planners, financial advisors and financial professionals on various requests and tasks.

Sales Support Administrator

Maggie is a Sales Support Administrator. In her role, she manages our Mount Pleasant, SC office. Maggie has a background in Mortgage Processing and brings with her the attention for detail and customer service. Maggie also assists leadership, financial advisors, financial planners and financial professionals on various requests and tasks.