Johnathan Hargette
About
Johnathan
Johnathan Hargette is a private wealth advisor for the Private Wealth division and partner 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 PLANNER® 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.
“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.”
“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.”
