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Jonah Giller is a senior financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Charlotte, North Carolina.
As a CERTIFIED FINANCIAL PLANNERTM certificant and experienced financial planner, Jonah analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Before joining Blue Trust in 2022, Jonah worked as a high-net-worth financial advisor at Vanguard for four years.
Jonah graduated magna cum laude from Clemson University with a degree in financial management.
Active in the local community, Jonah is a member of his local church and serves on the alumni board of Charlotte Christian School.
Jonah and his wife, Amelia, have one daughter. In his spare time, Jonah loves to cook, read, and golf.