Investment Services

At Carolina Bank we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an NASD member firm.

To learn more about these and other investment solutions, contact your local Carolina Bank branch or our financial consultant Tom Wray at (336) 851-3131.

Securities are offered by and financial consultants are registered with UVEST Financial Services. UVEST Financial Services and Carolina Bank are independent entities.

 Not FDIC Insured  • Not Bank Guaranteed 
 May Lose Value  • Not a Bank Deposit 
 Not Guaranteed by any Government Agency