About the Founder

Jamey Bass, CFP®

Allen J Bass III (Jamey) is a North Carolina native and a 2001 graduate of the University of North Carolina at Chapel Hill. He has been serving the investment and financial planning needs of families and businesses since 2004. In 2009 he founded Carolina Wealth Strategies so that he could meet the needs of the clients he serves without the conflicts that come with working for a traditional financial firm.

Because of his belief that clients should work with someone who is independent but who also is held to high ethical and education standards Jamey has met the strict criteria to be awarded the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. He also holds several security licenses including the Series 7, Series 66, and Series 63 and holds North Carolina life, health, and long term care insurance licenses.