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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 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.
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: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Event: Janney's 2024 Market Outlook
What can we expect for the economy and markets in 2024?
Up Next: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
CWA News & Events
Protecting Yourself During Tax Season
Read our article in QC Exclusive about tax scams to be aware of during tax season
20th Anniversary Celebration
2023 the marks the 20th Anniversary of Janney in Charlotte, North Carolina.
Plan For End Of Year With Carolina Wealth Advisors
Read our article with QC Exclusive on year-end tax planning tips and strategies.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.
Office Information