Waingart Wealth Advisors of Janney Montgomery Scott

Waingart Wealth Advisors of Janney Montgomery Scott is a financial planner in Greenville, SC. The team advises senior executives, corporate professionals, and select business owners on retirement planning and wealth management. The practice operates as a fiduciary team held to high legal and ethical standards, acting in the client’s best interest. The team utilizes a three-step process of Discovery, Financial Planning, and Implementation, guided by the 5 Pillars of Financial Planning: retirement planning, investment strategy, insurance planning, estate planning, and tax planning. Most client portfolios are invested in mutual funds and exchange-traded funds (ETFs). The firm provides resources to assist clients in coordinating with accountants, attorneys, or insurance providers. The team is comprised of three advisors and two client service associates who work to manage client relationships and coordinate day-to-day asset requirements. Edwin Waingart leads the practice and holds the Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), and Certified Exit Planning Advisor (CEPA) designations. He began his financial services career in 2002 with UBS and served as Senior Vice President with Raymond James before opening Janney’s first office in Greenville, SC in 2019. He has been named to the Forbes Best-in-State Wealth Advisors list for seven consecutive years, including 2024, 2025, and 2026. He holds a Bachelor of Science in management from the State University of New York at Buffalo and holds Series 7, 66, and Insurance Licenses. The team also includes Account Executive George Koutsioukis, Financial Advisor Cristina Waingart Gerrald, and Senior Registered Private Client Associates Julie Gawel and Christina Latham. Edwin Waingart is a financial planner in Greenville who helps clients protect their wealth and navigate retirement with a structured, fiduciary approach.

The office is located on Roper Creek Drive in Greenville, SC, situated about a tenth of a mile from Rocky Creek and the Bradford Place neighborhood. It is also near the Roper Mountain Road Extension and within a short distance of ECPI University.

BizScoreAI awarded the firm a Content Quality score of 100 out of 100, which means the website clearly describes its services and answers customer questions in a way that AI assistants can quote directly. The firm received a Technical score of 83 out of 100.

Services:

• Client Collaboration for Goal Achievement
• Comprehensive Financial Planning Resources
• Financial Planning
• Investment Management
• Long-term Investment Strategy