Charlotte Financial Advisors

Home » Charlotte, NC
Charlotte Office
10706 Sikes Place
Suite 175
Charlotte, NC 28277
Phone
704.759.9060
Fax
704.759.9061

Wealth Management & Trust Services

The Charlotte financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Family Office
  • Sports & Entertainment services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting
The Charlotte office has a staff of 22 professionals serving clients throughout the Carolinas and the Southeast. The financial advisors have an average of 20 years of financial advisory experience and a deep network of professional relationships, which enables them to assist their clients in making wise financial choices consistent with faithful stewardship. The current managing director is Roger Gum, who has over 27 years of experience at Blue Trust working with individuals, families, and businesses. The Charlotte office was opened in 1994 and managed by Sr. Partner, Hunter Pugh, for 27 years until transitioning to Roger.

Meet our Charlotte Financial Advisors

  • See Bio

    Susan S. Alexander

    Susan S. Alexander, CFP®, CWS®, CKA®

    Charlotte, NC

  • See Bio

    Michael Cranford

    Michael Cranford, CFP®, CWS®, CAP®

    Charlotte, NC

  • See Bio

    Andrew Dwelley

    Andrew Dwelley, CFP®, CKA®

    Charlotte, NC

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    Jonah Giller

    Jonah Giller, CFP®, CKA®

    Charlotte, NC

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    Dan Grover

    Dan Grover, CFP®, CPA/PFS, CWS®, CKA®

    Charlotte, NC

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    Roger W. Gum

    Roger W. Gum, CFP®, CRPC®

    Charlotte, NC

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    Johnathan Hargette

    Johnathan Hargette, CFP®, CWS®

    Charlotte, NC

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    Sean Mackey

    Sean Mackey, CFP®

    Charlotte, NC

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    Hunter Pugh

    Hunter Pugh, CFP®, CWS®, CKA®

    Charlotte, NC

  • See Bio

    Brett Ryan

    Brett Ryan, CFP®, CWS®

    Charlotte, NC

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    Sherry K. Teat

    Sherry K. Teat, CFP®, CPA/PFS, CWS®

    Charlotte, NC