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.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
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.
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Life Insurance: It's Not Just for Income Replacement
If you or your family has significant wealth, you may benefit from leveraging life insurance outside of the traditional approach.
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Physical stock certificates may seem old-fashioned, but they carry real value and real risks. Taking steps now to organize them can simplify your financial future and protect your legacy.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.