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.
Stuart's Photo
Stuart Singer, AWMA®, RIS, CLTC®
Executive Vice President/Wealth Management, Financial Advisor
Chad's Photo
Chad Kupreanik, CFP®
Executive Vice President/Wealth Management, Financial Advisor
Jonathan's Photo
Jonathan Kent Ganzert, CLTC®
Vice President/Wealth Management, Financial Advisor
Carol's Photo
Carol Mansour-Ezzell, CRPC®, CLTC®
Vice President/Wealth Management, Financial Advisor
Nate's Photo
Nate Wineland, CFP®
Financial Advisor
Mary's Photo
Mary Bennett
Senior Registered Private Client Associate
Lisa's Photo
Lisa McConnell
Senior Registered Private Client Associate
Linda's Photo
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.
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Walk MS 2023
Carolina Wealth Advisors and the South Park office walked 3 miles to support MS.
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Charlotte Gives Back
Carolina Wealth Advisors gives back to the community in a variety of ways.
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Komen Race for the Cure
The Charlotte, NC branch was a sponsor for the Susan G. Komen Race for the Cure
About Janney
With roots tracing back to 1832, the Financial Advisors of Janney Montgomery Scott LLC have continued to build their reputation for providing timely service and knowledgeable financial consultation to individual and institutional clients.
Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
Email Image Carolinawealthadvisors@janney.com
Phone Image 704-367-9700