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.

 

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Teaching Children Stewardship With Their Allowance

Economic Review & Outlook Third Quarter 2024

Teaching Children Stewardship With Their Allowance

“Wisdom for Wealth. For Life.” Episode 35: Stewarding Marriage as a Professional Athlete

Economic Review & Outlook Third Quarter 2024

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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. Certified Financial Planner Board of Standards Inc. 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.
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