Who We Are
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.
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.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
