Our Team
Since founding Janney's Charlotte, NC office in August of 2003, the partners of Carolina Wealth Advisors have been consistently recognized as one of the premier wealth management teams within the firm.
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Stuart Singer, AWMA™, RIS, CLTC®
Executive Vice President/Wealth Management, Financial Advisor
Chad Kupreanik, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Jonathan Kent Ganzert, CLTC®
Vice President/Wealth Management, Financial Advisor
Carol Mansour-Ezzell, CRPC™, CLTC®
Vice President/Wealth Management, Financial Advisor
Nate Wineland, CFP®
Financial Advisor
Mary Bennett
Senior Registered Private Client Associate
Lisa McConnell
Senior Registered Private Client Associate
Linda McPeters
Senior Registered Private Client Associate/Branch Operations Asst.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
What We Do
Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high quality service, while offering advice and executing financial solutions for every stage of life.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Walk MS 2024
Carolina Wealth Advisors (Chad, Nate, Lisa and Mary) and the Charlotte office walked for the second year in a row in the Charlotte Walk MS event. So far, we have raised over $4,500 to help raise awareness about this disease and support the MS Society who provides invaluable resources to the larger MS Community. We are helping to pave the way for new and better treatments, and hopefully someday, a cure!
Walk MS 2023
Carolina Wealth Advisors and the South Park office walked 3 miles to support MS.
Charlotte Gives Back
Carolina Wealth Advisors gives back to the community in a variety of ways.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: Janney’s 2025 Market Outlook
What can we expect for the economy and markets in 2025?
Recent Event: The Washington Update
Year-End Planning & Election Update with Jeff Bush.
CWA News & Events
Congratulations to Chad Kupreanik
Chad was named to the Forbes 2024 Best-in-State Wealth Advisors List
Protecting Yourself During Tax Season
Read our article in QC Exclusive about tax scams to be aware of during tax season
Congratulations to Carolina Wealth Advisors
Carolina Wealth Advisors Named to Forbes 2024 Best-In-State Wealth Management Teams List
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.