Josh Hall
Private Wealth Advisor at Blue Trust
- Role
- Private Wealth Advisor at Blue Trust
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Josh Hall
Please feel free to contact me via LinkedIn or by email at j•••••@gmail.com
Experience
Private Wealth Advisor
Jan 2026 — Present · Charlotte, NC, US
As an experienced wealth advisor to individuals, families, and businesses, Josh uses his objective perspective to help clients make wise financial decisions, gain clarity and confidence, and leave a lasting legacy. His goal is to help those he serves focus on what matters most to them. Josh and his team integrate financial planning, investment management, and trust services into financial plans tailored to their clients’ needs.Josh is a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor® (CKA®).
Education
Charleston Southern University
Bachelor of Science - BS, Business, Management, Marketing
2015 — 2019
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