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Jordan Raniszeski, CFP®, CPA

Senior Managing Partner | Senior Wealth Advisor

704-733-6881
Jordan.Raniszeski@CarnegiePW.com

Jordan is a leader in the Wealth Management industry and Senior Managing Partner at Carnegie Private Wealth where he’s helped build a team of well-regarded and experienced advisors. The advisors of Carnegie Private Wealth collectively serve more than 519 households with over $2,000,000,000 in brokerage assets as of August 29, 2025.

In his more than 20 years of experience as an advisor working with high net-worth individuals and families, Jordan developed expertise in helping corporate executives, professionals and business owners. As a business owner and organizational leader himself, Jordan intimately understands the time constraints and complexities facing these clients and helps them build a plan to pursue their goals while balancing many different priorities.

Jordan's career path showcases his leadership and commitment to client service. He began at Deloitte's individual tax practice, honing his skills in tax and estate planning strategies. Later, at Wachovia Bank (now Wells Fargo), Jordan helped build the Executive Financial Planning practice. Partnering with Angie Ostendarp, he then grew one of Wells Fargo Advisors' largest brokerage practices. Throughout his journey, Jordan has remained a devoted student of the industry, constantly seeking innovative ways to serve clients.

Leadership has been a constant theme in Jordan's life. From roles in student government and charitable organizations to positions on sports teams, he has consistently stepped up to guide others. Jordan's experience made him a natural fit to lead Carnegie's formation. He now guides the Carnegie team, focusing on a shared vision for wealth management's future.

EDUCATION & PROFESSIONAL EXPERIENCE 

  • University of Notre Dame
  • Deloitte Tax
  • Wells Fargo Advisors
  • CERTIFIED FINANCIAL PLANNER® 
  • Certified Public Accountant

EXPERIENCE 

  • 22 years of industry experience

OUTSIDE INTERESTS 

  • Spending time with wife Anna and 4 kids
  • Guitar
  • Golf
  • Reading

COMMUNITY INVOLVEMENT 

  • MiraVia
  • St. Gabriel Catholic Church
  • Benedict Leadership Institute
  • Carmel Country Club 

Contact

6101 Carnegie Boulevard
Suite 520
Charlotte, NC 28209

Office: 704-733-6880
Email: info@carnegiepw.com