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.
