Waingart Wealth Advisors of Janney Montgomery Scott

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Greenville, SC
Waingart Wealth Advisors of Janney Montgomery Scott

Waingart Wealth Advisors focuses on advising senior execs, corporate professionals, and select business owners on how to retire & worry less about it.

Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and a member of FINRA, NYSE, and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Our page and updates are intended for U.S. residents only

. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. You can also visit www.Janney.com/socialmedia for more 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.

06/16/2026

Great leaders create a positive impact not only through their work, but through the people they inspire along the way.

We are thrilled to congratulate Cristina Waingart Gerrald on being recognized as one of South Carolina's Women in Business 2026. This honor reflects her genuine commitment to excellence, her passion for helping others, and the leadership she brings to our clients, community, and team every day.

We couldn't be more proud to celebrate this well deserved recognition. Congratulations, Cristina!

06/09/2026

Waingart Wealth recently hosted a Retirement Readiness Dinner for prospective clients and strategic partners!

Thank you to everyone who joined us for an educational discussion on retirement planning, Social Security strategies, and the current market environment. We appreciate the opportunity to connect and look forward to future events.

Interested in attending one of our events? Let us know!

05/27/2026

Thank you to our strategic partners in the Upstate for welcoming us into your offices last week! We appreciate the opportunity to collaborate and help business owners prepare for life’s unexpected transitions including the 5 D’s: Death, Disability, Divorce, Disagreement, and Distress.

Whether navigating business succession, protecting personal finances during divorce, or planning for the future, preparation today can make all the difference tomorrow.

Plan now. Protect tomorrow.

05/25/2026

This Memorial Day, we take a moment to honor and remember the brave men and women who gave their lives in service to our country. We also extend our heartfelt thanks to all who serve and have served, including the dedicated members of our Waingart Wealth Advisors family.

Your courage, commitment, and sacrifice protect the freedoms we hold dear, and they will never be forgotten. Wishing everyone a meaningful Memorial Day as we reflect on the true cost of our freedom!

05/20/2026

We’re so proud to celebrate Cristina Waingart Gerrald on her graduation from Leadership Greenville Class 52! Her passion for serving, connecting, and leading within the community continues to make a meaningful impact. Cristina’s dedication to building relationships and investing in the city she loves is just one of the many reasons we’re grateful to have her on our team.

Congratulations, Cristina and Class 52!

05/10/2026

Wishing a Happy Mother’s Day Weekend from all of us at Waingart Wealth Advisors of Janney Montgomery Scott LLC!

A special thank you to our own Julie Gawel and Christina Latham, whose commitment, care, and ability to balance both their professional and family lives truly reflect the spirit of this day. We appreciate all that you do for our team and your families.

Wishing all mothers a wonderful and meaningful Mother’s Day!

05/06/2026

The Waingart Wealth Advisors team had a great evening at the Greenville Drive, connecting with clients and strategic partners! We enjoyed the excitement of the game and the lively rivalry between the Greenville Drive and the Spartanburgers!

We love hosting events like these throughout the year, bringing different groups together each time so we can connect, celebrate, and spend meaningful time with everyone! Stay tuned for what’s next!

04/23/2026

We attended the 2026 Exit Planning Summit in Nashville, TN, and it was a great opportunity to step away, exchange ideas, and gain new perspectives to bring back to GVL, SC for the business owners we serve!

A few key takeaways for our owners:
1) Exit planning is most effective when the core team is aligned.
2) Building a business with transferable value creates real options - make sure your company is structured properly to your benefit.
3) The process should start well before a transaction is on the table by first clarifying owner goals, developing a baseline valuation and conducting a readiness check!

We look forward to continuing to support business owners through every stage, from pre-sale planning through transaction to post-sale life, “the good life”!

04/16/2026

Waingart Wealth recently hosted a Tax-Smart Retirement Strategies Event for prospective clients and strategic partners!

The discussion covered Social Security strategies, retirement income planning, estate considerations, and current market updates.

Thank you to everyone who attended. We look forward to future events, let us know if you'd like to receive an invitation!

Address

403 Roper Creek Drive
Greenville, SC
29615

Website

https://advisor.janney.com/waingartwealthadvisors/

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