Jon Shumate
Principal, Senior Wealth Advisor at Beacon Pointe Advisors
- Role
- Principal, Senior Wealth Advisor at Beacon Pointe
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jon Shumate
How is your IRA invested? Are your investments as tax efficient as possible? Have you…
Experience
Principal, Senior Wealth Advisor
Feb 2022 — Present
On February 1, 2022, Altavista Wealth Management joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Education
Queens University of Charlotte
Financial Planner Program
James Madison University
Bachelor of Business Administration (BBA)
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