Jonathan Shumate, CFP®
Senior Financial Advisor
Jonathan Shumate is a wealth management professional with over 20 years of industry experience. He joined the Charlotte, North Carolina office in November of 2016 as a Senior Financial Advisor. Jon is a 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.
Prior to joining Altavista, Jon spent the past 13 years employed by GenSpring Family Offices 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.
Jon is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 65 license. He completed the Philanthropic Solutions in Financial Planning certificate program offered in a partnership between FPA and the American Heart Association. He received his Bachelor of Business Administration degree from James Madison University in Harrisonburg, Virginia.
Jon is a member of the Financial Planning Association (FPA) Charlotte chapter and serves on the board as President Elect (`21). Prior to this position, Jon was the local symposium director for two years. In 2019 Jon was selected to be a member and serve a three-year term on the Foundation for the Carolinas Cabinet of Professional Advisors. Jon is a member of the Charlotte Estate Planning Council.
Jon is involved in supporting local charities such as A Roof Above – Room in the Inn through his church Myers Park United Methodist. He currently serves on the Endowment Board of the Charlotte Rescue Mission and the planned giving committee at the Charlotte Ronald McDonald House.
Jon and his wife Tracy have two teenage children and reside in Charlotte. He enjoys family vacations and spending time outdoors snow skiing, biking, camping and most recently attempting to learn the game of golf with his son.
"Altavista will implement a strategic wealth management program that will help achieve your aspirations and manage your risks."