Hunter Pugh
Senior Private Wealth Advisor and Partner at BlueTrust
- Role
- Senior Private Wealth Advisor at Blue Trust
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Hunter Pugh
Hunter Pugh is a Senior Private Wealth Advisor and Partner at Blue Trust\'s branch office in Charlotte, North Carolina. As a private wealth advisor and stewardship coach with over 35 years financial experience, Hunter is dedicated to offering comprehensive and creative financial planning and investment management solutions that enable clients to optimize their wealth by aligning it with their values and goals. He develops and coordinates strategic financial plans that provide clarity and confidence for clients’ financial decisions. Prior to joining the firm in 1987, Hunter spent several years in the banking industry in various management positions. In 1994 he opened the Charlotte office of Ronald Blue & Co. and served as Managing Director for 27 years. Hunter received his B.A. in Economics and Business from Furman University and is a CERTIFIED FINANCIAL PLANNER™ certificant, a Certified Wealth Strategist® and a Certified Kingdom Advisor®. His involvement in the community includes serving in church leadership and as a Halftime coach and facilitator. He enjoys teaching biblical stewardship and speaking at churches and ministry events.
Experience
Senior Private Wealth Advisor
Aug 1987 — Present · Charlotte, NC
Read my bio from Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services• Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
Education
Furman University
BA
1974 — 1978
Skills
- Investments
- Retirement
- Strategic Planning
- Management
- Financial Planners
- Team Building
- Valuation
- Estate Planning
- Financial Advisory
- Strategy
- Management Consulting
- Wealth Management
- Leadership Development
- Finance
- Pensions
- Financial Planning
- Wealth
- Leadership
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