Sam Head



Sam Head co-founded Carolinas Wealth Management Group of Voya Financial Advisors in 1999 with his college roommate and best friend, David Monckton. He concentrates on investment management, financial planning, and tax reduction strategies. He has been providing tax reduction strategies and financial planning services to individuals and businesses for 20 years.


Sam graduated from Clemson University in 1990 with a Bachelor of Science degree in Accounting. An informative and highly regarded speaker, he has addressed numerous organizations, corporate employee groups, and executives on topics including investment strategies, insurance, retirement planning, and estate planning.


Sam's passion is making a positive difference in people's lives. He has devoted his time to working with colleges, seminaries and other nonprofits to help raise funds for operations and endowments. He is active in his church and charitable giving, striving to honor God in every aspect of his professional and personal life.


Sam enjoys spending time at his Lake Keowee home with his wife, daughter, and two dogs. In his rare and coveted free time, he enjoys watching Clemson athletics with his friends and family and practicing his swing on the golf course.