Supreme Alliance
47yrs
Top advisor for experience in Charlotte
45yrs
Carol Ann Mansour-Ezzell
Financial advisor at Janney Montgomery Scott
At a glance
Experience45 years (since 1982)
How that compares ?Top 1% for experience in Charlotte
Office4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
States licensed ?2 states
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2004 – nowJanney Montgomery Scott LLCCurrent firm
- Apr 2003 – Mar 2004UBS Financial Services Inc.Previously
Questions to ask Carol
Tailored to Carol’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Carol
How do I contact Carol?
Call Janney Montgomery Scott at 215-665-6000 and ask for Carol Ann Mansour-Ezzell. Carol works from the Charlotte, NC office.
How long has Carol been a financial advisor?
Carol has been in the industry since 1982, about 45 years. Top 1% for experience in Charlotte.
What licenses does Carol hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Carol a fiduciary?
Carol is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carol paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Carol for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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