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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
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<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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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
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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?
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©2022, Janney Montgomery Scott LLC. All Rights Reserved. Member: FINRA, NYSE,
SIPC.
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Representatives and Investment Adviser Representatives of Janney Montgomery
Scott LLC, a Registered Investment Adviser.
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