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Honored to be named a Forbes 2023 Best-in-State Wealth Management Team.
Carolina Wealth Advisors is an experienced team of financial professionals at Janney Montgomery Scott, a New York Stock Exchange Member firm headquartered in Philadelphia, Pennsylvania. The team has over 225 years of combined experience in the financial services industry and consists of the founding members of the firm’s Charlotte, North Carolina office.
The partners include Stuart Singer, Chad Kupreanik, Kent Ganzert, Carol Mansour-Ezzell and Nate Wineland. Along with Mary Bennett, Lisa McConnell and Linda McPeters, all Senior Registered Private Client Associates, Carolina Wealth Advisors is dedicated to providing the highest level of quality service to each of its clients.
Overseeing more than $800 million in assets, Carolina Wealth Advisors provides a variety of planning services regarding investments and retirement. The primary focus of Carolina Wealth Advisors is always on the client. Full disclosure, complete transparency and an understanding of its client's needs and objectives are imperative throughout the relationship.
Carolina Wealth Advisors provides objective advice and utilizes non-proprietary investments and strategies for its clients. Trust, ethics and competence create the cornerstone of the team’s long-lasting client relationships. The team prides itself on the fact that it has grown its client base, which consists of individuals and their families, primarily through referrals from existing clients.
