Carolina Wealth Advisors
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.

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 college requires 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 provide a personalized plan designed to meet your 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.
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.

Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.

Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 14, 2023

5 Common Investment Tax Filing Errors
As you file for your 2022 taxes, keep in mind the more common tax filing errors highlighted in this article, along with things you can do to avoid them.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.

What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.

March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.

Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information