Johnathan Hargette is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Johnathan uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Johnathan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Blue Trust, Johnathan worked as a registered representative for Consolidated Planning. He served in a variety of areas including assisting in clients’ asset allocation, cash flow, and insurance needs.

Johnathan graduated from Wingate University with a BS in mathematics with a minor in accounting. He is a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®).

Johnathan is an active member of his local church. He also serves on the board of Metrolina Christian Academy and coaches his oldest son’s youth soccer and basketball teams. He and his wife, Ginny, have three sons and live in Matthews, NC.

Testimonials

 
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“Working with Johnathan for the past four years has been a great help as we navigated through several things including optimizing our future giving through a donor advised fund, retirement and estate planning, transferring assets for professional management, and financial advisement to other family members. This all occurred during a time when we were dealing with a lot of change in our lives including death of parents and market volatility. Johnathan was always highly proactive and responsive to many requests for additional information or explanation of alternatives. He always made the time to understand our situation, provide understandable explanations, and brought wisdom to enable timely decision making. Johnathan’s wise counsel and biblical perspective have been extremely valuable as we transitioned our investments to his team to manage. We are confident to face upcoming years with Johnathan at our side.”

Pam & Richard B.Charlotte, NC

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“I have had Johnathan as my financial advisor for about 5 years. As a 66-year-old pediatrician, it is important to steward well what the Lord has given us. Johnathan has made this easy for a financial novice like myself. His most important attribute is his love for God, and I sleep well at night knowing he is upright and knows my goals, giving me information, options, and explanations that I can understand. On several occasions he has sat with me and led conversations with other key contributors to our finances, carrying out technical tasks and transactions on my behalf. My wife and I always pray with him before we begin meetings that we may leave lasting legacy with our finances to build the Kingdom of God.”

Kimberly & Michael C., MDCharlotte, NC

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“Johnathan is a trusted and valued advisor to our family. He asks timeless questions which have helped us form a financial plan together. With his counsel we have accomplished family goals, wisely used our resources and enjoy wonderful peace of mind.”

Bryan M.Greensboro, NC

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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