Senior Financial Advisor
Jon Shumate is a wealth management professional with over 16 years of industry experience. He joined Altavista’s Charlotte, North Carolina office in November of 2016 as a Senior Financial Advisor. Jon is a member of the Altavista Investment Committee and is responsible for the delivery of wealth management and investment services to individuals and families from Altavista’s Charlotte office. These services include Estate and Financial Planning, Philanthropic Consulting, Trust Services, Consolidated Reporting along with investment management.
Most recently, Jon spent the past 13 years employed by GenSpring Family Offices (a SunTrust Bank affiliate) here in Charlotte where he climbed the ranks and most recently held the title of Vice President, Family Wealth Advisor. In this role, Jon was responsible for delivering wealth management and family office services to ultra-affluent families throughout the country but predominately here in the Southeast. Jon also had new business responsibilities in the Carolinas and north Florida. Prior to joining GenSpring in 2004 he served high net worth clients at the Vanguard Group and Wachovia Wealth Management.
"We listen to understand our client's personal circumstances, needs and aspirations so we can align them with the planning and investment strategies that are in their best interests."
Jon is a FINANCIAL PLANNER™ certificant, holds his Series 65 license, and is a member of the Financial Planning Association. He received his Bachelor of Business Administration degree from James Madison University.
Jon and his wife Tracy have two children and reside in Charlotte. Jon is involved in supporting local charities such as Urban Ministry - Room in the Inn, Charlotte Rescue Mission, Hospitality House and others. He is a member of Myers Park Methodist Church. When not working Jon enjoys spending time outdoors - anything from a day on the lake to working in the yard.
email Jon Shumate at: email@example.com, or call 866-684-2600