Brand Certified
Carolina Wealth Advisors of Janney Montgomery Scott
Certified by Carolina Wealth Advisors of Janney Montgomery Scott • Aug 30, 2026
Business Details
4064 Colony Road, Charlotte, NC
28211, United States
Certified by Carolina Wealth Advisors of Janney Montgomery Scott • Aug 30, 2026
(704) 367-4502
Certified by Carolina Wealth Advisors of Janney Montgomery Scott • Aug 30, 2026
https://advisor.janney.com/carolinawealthadvisors/
Certified by Carolina Wealth Advisors of Janney Montgomery Scott • Aug 30, 2026
About
Certified by Carolina Wealth Advisors of Janney Montgomery Scott • Aug 30, 2026
Financial ConsultantFinancial PlannerFinance BrokerInvestment ServiceFinance CompanyJanney Montgomery Scott
Your financial life deserves a plan built around you. Wherever you are today, we can help create personalized strategies aligned with your goals, values, and long-term vision—so you can move forward with clarity and confidence. Let’s Plan for More™ together.
Location
Certified by Carolina Wealth Advisors of Janney Montgomery Scott • Aug 30, 2026
Carolina Wealth Advisors of Janney Montgomery Scott
4064 Colony Road, Charlotte, NC
28211, United States
Hours
Certified by Carolina Wealth Advisors of Janney Montgomery Scott • Aug 30, 2026
Monday8:00 AM - 5:00 PM
Tuesday8:00 AM - 5:00 PM
Wednesday8:00 AM - 5:00 PM
Thursday8:00 AM - 5:00 PM
Friday8:00 AM - 5:00 PM
SaturdayClosed
SundayClosed
9/7/20268:00 AM - 5:00 PM
11/26/20268:00 AM - 5:00 PM
12/25/20268:00 AM - 5:00 PM
Frequently Asked Questions About Carolina Wealth Advisors of Janney Montgomery Scott
What services does Carolina Wealth Advisors of Janney Montgomery Scott provide?
They provide financial advising, investment services, and continuous financial guidance tailored to your life stages.
Where is Carolina Wealth Advisors of Janney Montgomery Scott located?
The office is located at 4064 Colony Road, Suite 450, Charlotte, NC 28211, USA.
What are the business hours for Carolina Wealth Advisors of Janney Montgomery Scott?
The office is open Monday through Friday from 8:00 AM to 5:00 PM and closed on weekends and specific holidays.
How can I contact Carolina Wealth Advisors of Janney Montgomery Scott?
You can call at +1 704-367-4502 or email Carolinawealthadvisors@janney.com.
Does Carolina Wealth Advisors observe any holiday closures?
Yes, the office is closed on holidays such as November 27, 2025, and December 25, 2025.
Where can I find more information about Carolina Wealth Advisors?
Visit their website at https://advisor.janney.com/carolinawealthadvisors/ for more details.
Are there mortgage lenders near Carolina Wealth Advisors that clients can consult?
Yes, nearby mortgage lenders include Mariah Farris and several SoFi Home Loans representatives such as Alex Groff, Patrick Perkins, and Matt Deal.
Which banks are located near Carolina Wealth Advisors?
Nearby banks include Southern First Bank, which offers installment loans, and First Horizon Bank's commercial banking office.
Are there real estate services close to Carolina Wealth Advisors?
Yes, White Point offers real estate services including agents and home development near the location.
What nearby businesses could clients visit before or after their appointment at Carolina Wealth Advisors?
Clients might visit Gorelick Brothers Capital, which offers financial and restaurant services, or stop by Links Car Wash for vehicle cleaning.
Brand Certified Facts from Carolina Wealth Advisors of Janney Montgomery Scott
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