Josh Hall

About
Josh
Josh Hall is a private wealth advisor for Blue Trust and serves his clients out of the office in Charlotte, North Carolina.
As an experienced CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor® (CKA®), Josh provides thoughtful, objective counsel to help clients make important financial decisions with clarity, confidence, and their vision for the future in mind. He walks alongside those he serves, guiding them through the financial complexities of life so they can devote more time and energy to what matters most. Josh and his team take an integrated approach to financial planning, investment management, and trust services, creating strategies uniquely designed around each client’s priorities and goals.
Before joining Blue Trust, he worked as an associate in Vanguard's retirement division, helping clients navigate the complexities of managing their retirement portfolios.
Josh graduated from Charleston Southern University with a BBA in marketing and a minor in finance. During his time at CSU, he played outfield for the baseball team.
Josh and his wife, Lauren, are Charlotte natives who attended Charlotte Christian School together and are members of their local church. Josh loves playing golf and enjoys coaching baseball and softball.


