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.
... Read more.
Read less.
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.
Up Next: The Washington Update with Jeff Bush
A nonpartisan overview of the political environment, prospective legislation, and strategies for investment and retirement planning.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
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.
May Investment Perspectives
Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.