Jonathan Shumate, CFP®
Wealth Advisor, Partner
Jonathan Shumate is a wealth advisor at Altavista Wealth Management, a comprehensive, fiduciary investment management firm dedicated to helping their clients grow and preserve their wealth. With over 20 years of experience in the financial industry, Jon provides a variety of wealth and investment management services to Altavista’s clients from his Charlotte, NC office. He is known for his attention to detail and commitment to helping his clients build a secure, long-term plan for their future. He is passionate about building long-lasting relationships based on trust and taking the burden of financial management off his clients’ shoulders.
Jon earned his bachelor’s degree in business administration from James Madison University and is a CERTIFIED FINANCIAL PLANNER™ professional. He also completed the Philanthropic Solutions in Financial Planning certificate program offered in a partnership between FPA and the American Heart Association. Jon is a member of the Financial Planning Association (FPA) Charlotte chapter and serves on the board as President-Elect (’21). Before 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. He is also a member of the Charlotte Estate Planning Council.
When he’s not working, you can find Jon outside, either golfing, skiing, mountain biking, or simply doing yard work. Jon and his wife, Tracy, have two teenage children and they love to take family vacations together. Jon is usually involved in supporting local charities, including A Roof Above and Room in the Inn through his church, Myers Park United Methodist, the Charlotte Rescue Mission, and the Charlotte Ronald McDonald House. To learn more about Jonathan, connect with him on LinkedIn.
"Altavista will implement a strategic wealth management program that will help achieve your aspirations and manage your risks."