Janney Montgomery Scott

General information

Carolina Wealth Advisors is an experienced team of financial professionals at Janney Montgomery Scott LLC, a New York Stock Exchange Member firm headquartered in Philadelphia, Pennsylvania. The team has over 137 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 Chavis, Registered Private Client Associate, Carolina Wealth Advisors is dedicated to providing the highest level of quality service to each of its clients. With approximately $600 million in assets under its care, Carolina Wealth Advisors provides a variety of planning services regarding investments, retirement, insurance, taxes, estates and 401(k) plans. The team promotes long-term investing and discourages short-term and speculative trading. 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, unbiased 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 as well as corporations, primarily through referrals from existing clients. Stuart Singer became a Retirement Income Specialist (RIS) in December 2013, and now holds his RIS designation. In January 2014, Stuart was also named to the Branch Manager Leadership Council. Chad Kupreanik was named to Janney's Mutual Fund Investment Committee in 2014 and again in 2016.