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Submitted URL: https://protection.greathorn.com/services/v2/lookupUrl/f34cf2c1-fa7b-4aa0-b849-148cde866179/1132/3cd8f9526198c6ba58a82f37f63e2569...
Effective URL: https://advisor.janney.com/carolinawealthadvisors
Submission: On March 07 via manual from US — Scanned from DE
Effective URL: https://advisor.janney.com/carolinawealthadvisors
Submission: On March 07 via manual from US — Scanned from DE
Form analysis
1 forms found in the DOM<form class="contact-form" id="contact-form">
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<span class="required">*</span> Name: <span class="hint">First & Last Name</span>
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<div class="row">
<div class="form-group col-md-6">
<label class="form-label" for="contact-email">
<span class="required email-required-symbol">*</span> Email: <span class="hint">email@example.com</span>
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<label class="form-label" for="contact-phone">
<span class="required phone-required-symbol hide">*</span> Phone: <span class="hint">(###) ###-####</span>
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<div class="contact-checkbox-group">
<input class="contact-checkbox" id="contact-relate-checkbox" type="checkbox">
<label for="contact-relate-checkbox"> I consent to allowing Carolina Wealth Advisors to send me text messages on behalf of Janney Montgomery Scott LLC and terms of service. </label>
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<div aria-hidden="true" aria-live="polite" class="text-danger error-msg" id="contact-recaptcha-error">Please click the reCAPTCHA.</div>
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<button class="contact-form-submit btn btn-default" type="submit">Submit</button>
<div class="contact-form-submit-success response-message hide">Your message has been sent. Thank you!</div>
<div class="contact-form-relate-submit-success response-message hide">
<div> You also signed up to receive text messages from Carolina Wealth Advisors. If you wish to opt-out of receiving text messages, simply text "STOP" to the number below. </div>
<div class="contact-form-relate-number">(704) 736-3641</div>
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Text Content
Online access Carolina Wealth Advisors Contact Us Home * Who We Are * Our Team * Community Involvement * About Janney * Our Services * What We Do * Financial Planning * Retirement Planning * Retirement Income * College Saving and Funding Plans * Investment Management * News & Commentary * Recent Updates * Research & Insights Carolina Wealth Advisors Home Our Team Community Involvement About Janney Our Services Recent Updates Research & Insights Contact Us Online Access Janney.com ABOUT US Carolina Wealth Advisors is an experienced team of financial professionals at Janney Montgomery Scott, a New York Stock Exchange Member firm headquartered in Philadelphia, Pennsylvania. The team has over 157 years of combined experience in the financial services industry and consists of the founding members of the firm’s Charlotte, North Carolina office. The partners include Stuart Singer, Chad Kupreanik and Kent Ganzert. Along with Mary Bennett, Senior Registered Private Client Associate and Lisa McConnell, Senior Registered Private Client Associate, Carolina Wealth Advisors is dedicated to providing the highest level of quality service to each of its clients. Overseeing more than $750 million in assets, Carolina Wealth Advisors provides a variety of planning services regarding investments and retirement. The primary focus of Carolina Wealth Advisors is always on the client. Full disclosure, complete transparency and an understanding of its client's needs and objectives are imperative throughout the relationship. Carolina Wealth Advisors provides objective advice and utilizes non-proprietary investments and strategies for its clients. Trust, ethics and competence create the cornerstone of the team’s long-lasting client relationships. The team prides itself on the fact that it has grown its client base, which consists of individuals and their families, primarily through referrals from existing clients. Read more RECENT UPDATES View More March 01, 2022, 8:38 pm Bits and Bytes in Your Estate Plan While technology has brought upon us a variety of conveniences and efficiencies, have you thought about how it could affect your financial legacy and beneficiaries? This new education article by Janne... February 27, 2022, 2:03 pm An Echo Of War: Russia-Ukraine Crisis Shakes Markets For the second time in relatively recent memory, Russia entered Ukraine with military force. This report shows why geopolitical incidents like the current... February 26, 2022, 2:01 pm Impact of higher oil prices due to the Russian–Ukrainian conflict Markets remain volatile with attention focused on the uncertainty created by the Russian-Ukrainian conflict, especially the immediate impact this is having on... OUR TEAM View Team 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 MARY BENNETT Senior Registered Private Client Associate LISA MCCONNELL Senior Registered Private Client Associate OUR SERVICES View More 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 ever... 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 help you analyze your current financial situation, and provide a personalized pl... Retirement Planning We can help you develop a retirement plan designed to help you achieve your goals for your retirement years. OFFICE Kurzbefehle KartendatenKartendaten © 2022 Google Nutzungsbedingungen Fehler bei Google Maps melden Kartendaten © 2022 Google CONTACT Toll-free 800-567-8044 Phone 704-367-9700 Email Carolinawealthadvisors@janney.com ADDRESS 4064 Colony Road Suite 450 Charlotte NC 28211 HOW CAN WE HELP? * indicates required field * Name: First & Last Name Please enter a valid name. * Preferred Contact Method: Email Phone Please select a contact method. * Email: email@example.com Please enter a valid email. * Phone: (###) ###-#### Please enter a valid phone number. Message I consent to allowing Carolina Wealth Advisors to send me text messages on behalf of Janney Montgomery Scott LLC and terms of service. Please click the reCAPTCHA. Submit Your message has been sent. Thank you! You also signed up to receive text messages from Carolina Wealth Advisors. If you wish to opt-out of receiving text messages, simply text "STOP" to the number below. (704) 736-3641 There was an error submitting your form. Please refresh and try again. ©2022, Janney Montgomery Scott LLC. All Rights Reserved. Member: FINRA, NYSE, SIPC. Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser. This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information. For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. Privacy Policy Check the background of this financial professional on FINRA's BrokerCheck.