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Roger W. Gum, III, CFP®, CWS®, CRPC®

Sr. Private Wealth Advisor
Charlotte, NC

Roger Gum is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the branch office in Charlotte, North Carolina.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Roger uses his objective perspective to help clients make wise financial decisions to experience clarity and confdience and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Roger and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining the company, Roger held positions in sales and strategic planning with a Fortune 500 company.

Active in his community, Roger is a frequent speaker at churches and professional organizations in the Charlotte area. In 2013 he published his first book, Financial Faithfulness: Unlocking Scripture to Avoid the Distraction of Money.

Roger graduated from the University of Kentucky with a B.A. in Communications where he also played second base for the Wildcats.

He and his wife, Susan, live in Charlotte with their three sons.


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