Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Charlotte, NC

Beacon Pointe is a Charlotte based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Charlotte focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Charlotte office to see how best we can assist you with your investment portfolio and financial planning needs.

Meet the Charlotte Financial Advisor Team

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Jonathan Shumate, CFP®

Principal, Senior Wealth Advisor

Jonathan (Jon) Shumate is a Senior Wealth Advisor within the Charlotte, North Carolina Beacon Pointe office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. With over 20 years of experience in the financial services industry, Jon provides a variety of wealth and investment management services to clients and is known for his attention to detail and commitment to helping his clients build a secure, long-term plan for their future. Jon earned his bachelor’s degree in Business Administration from James Madison University and is a Certified Financial Planner™ (CFP®). He also completed the Philanthropic Solutions in Financial Planning certificate program offered in partnership between Financial Planning Association (FPA) and the American Heart Association. Jon is a member of the FPA Charlotte chapter and served on the board as President (’21). 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. In addition to his various board memberships, Jon is actively involved in supporting local charities in Charlotte, 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. In his spare time, you can find Jon golfing, skiing, mountain biking or spending time with his wife and two children.

Quinn Schneider, FPQP®

Senior Associate, Operations

Quinn is a member of the Beacon Pointe Client Service and Operations Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe, Quinn was the Compliance & Trading Associate for Altavista Wealth Management, which merged with Beacon Pointe in 2022. After graduating from University of North Carolina – Asheville with a bachelor’s degree in Management, Quinn has completed the Investment Adviser Core Compliance Program through NRS and passed her Series 65. Additionally, she is a Financial Paraplanner Qualified Professional® (FPQP®). In her spare time, you can find Quinn exploring Charlotte or traveling somewhere new.

Meet the Charlotte Financial Advisor Team

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Jonathan Shumate, CFP®

Principal, Senior Wealth Advisor

Jonathan (Jon) Shumate is a Senior Wealth Advisor within the Charlotte, North Carolina Beacon Pointe office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. With over 20 years of experience in the financial services industry, Jon provides a variety of wealth and investment management services to clients and is known for his attention to detail and commitment to helping his clients build a secure, long-term plan for their future. Jon earned his bachelor’s degree in Business Administration from James Madison University and is a Certified Financial Planner™ (CFP®). He also completed the Philanthropic Solutions in Financial Planning certificate program offered in partnership between Financial Planning Association (FPA) and the American Heart Association. Jon is a member of the FPA Charlotte chapter and served on the board as President (’21). 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. In addition to his various board memberships, Jon is actively involved in supporting local charities in Charlotte, 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. In his spare time, you can find Jon golfing, skiing, mountain biking or spending time with his wife and two children.

Quinn Schneider, FPQP®

Senior Associate, Operations

Quinn is a member of the Beacon Pointe Client Service and Operations Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe, Quinn was the Compliance & Trading Associate for Altavista Wealth Management, which merged with Beacon Pointe in 2022. After graduating from University of North Carolina – Asheville with a bachelor’s degree in Management, Quinn has completed the Investment Adviser Core Compliance Program through NRS and passed her Series 65. Additionally, she is a Financial Paraplanner Qualified Professional® (FPQP®). In her spare time, you can find Quinn exploring Charlotte or traveling somewhere new.

Meet the Charlotte Financial Advisor Team

Filter By

Jonathan Shumate, CFP®

Principal, Senior Wealth Advisor

Jonathan (Jon) Shumate is a Senior Wealth Advisor within the Charlotte, North Carolina Beacon Pointe office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. With over 20 years of experience in the financial services industry, Jon provides a variety of wealth and investment management services to clients and is known for his attention to detail and commitment to helping his clients build a secure, long-term plan for their future. Jon earned his bachelor’s degree in Business Administration from James Madison University and is a Certified Financial Planner™ (CFP®). He also completed the Philanthropic Solutions in Financial Planning certificate program offered in partnership between Financial Planning Association (FPA) and the American Heart Association. Jon is a member of the FPA Charlotte chapter and served on the board as President (’21). 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. In addition to his various board memberships, Jon is actively involved in supporting local charities in Charlotte, 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. In his spare time, you can find Jon golfing, skiing, mountain biking or spending time with his wife and two children.

Quinn Schneider, FPQP®

Senior Associate, Operations

Quinn is a member of the Beacon Pointe Client Service and Operations Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe, Quinn was the Compliance & Trading Associate for Altavista Wealth Management, which merged with Beacon Pointe in 2022. After graduating from University of North Carolina – Asheville with a bachelor’s degree in Management, Quinn has completed the Investment Adviser Core Compliance Program through NRS and passed her Series 65. Additionally, she is a Financial Paraplanner Qualified Professional® (FPQP®). In her spare time, you can find Quinn exploring Charlotte or traveling somewhere new.

Connect with one of our trusted Financial Advisors in Charlotte, NC.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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