Advisor: Caroline Shamburg

Caroline Shamburg, MBA
Wealth Manager

Mrs. Shamburg is a Winston-Salem native who joined the team at Sheets Smith Wealth Management in the fall of 2017. As a Wealth Manager, she works directly with clients and families to provide comprehensive asset management and financial planning solutions.

Caroline began her career in Investment Management in 2012 as an Associate Portfolio Manager at Triangle Securities Wealth Management. Within this capacity, Caroline constructed, implemented, and monitored portfolios aligned with each client’s investment goals in mind. She also provided the firm with internal reports and research to improve decision-making and expose trends. In 2014, Caroline joined JBJ Investment Partners, a fee-only investment manager specializing in wealth planning for doctors and dentists. In her role as an Investment Advisor, she assisted clients in portfolio management, retirement planning, and financial planning.

Caroline holds a Bachelor’s degree in Business with a Finance Concentration from North Carolina State University and a Master of Business Administration degree from East Carolina University. She is an active member of the community and a member of the Leadership Winston-Salem class of 2019. Caroline and her husband, Kevin, reside in Winston-Salem with their daughters, Addie and Mills, and their dog, Riley. In her free time, Caroline enjoys reading, traveling and spending time with her family.