P: (919) 781-8287
Jonathan serves as a Wealth Advisor for Trust Company’s Raleigh office. He is primarily responsible for providing integrated wealth management counsel and solutions for our clients.
Prior to joining Trust Company, Jonathan worked in the Wells Fargo Private Bank and in the Personal Financial Services group of PricewaterhouseCoopers, LLP. Jonathan is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. He is a member of the American Institute of Certified Public Accountants, the North Carolina Association of CPAs, and the Raleigh Financial Planning Association.
Jonathan graduated magna cum laude from East Carolina University with a B.S. in Economics and an M.S. in Accounting. He also holds an MBA degree from the East Carolina University College of Business. In his spare time, Jonathan enjoys reading, being outdoors, and spending time with his family and friends. He and his wife, Katie, have two children and live in Cary, NC.