Hunter Pugh

Hunter Pugh

CFP®, CWS®, CKA®
Sr. Private Wealth Advisor, Partner
Charlotte, NC
A Message from Hunter
hunter.pugh@bluetrust.com
(704) 759-9060
Follow on LinkedIn

Hunter Pugh is a senior private wealth advisor in the Charlotte office and partner of Blue Trust.

As an experienced wealth advisor to individuals and families, Hunter uses an objective approach to help clients make wise stewardship decisions to align their life goals with their financial plans. Hunter and his team integrate financial planning, investment management, and trust services to offer clients the clarity and confidence to leave a lasting legacy.

Hunter spent several years in the banking industry in various management positions before joining the company in 1987. In 1994, he opened the Charlotte office of Blue Trust and served as managing director for 27 years.

Hunter received his BA in economics and business from Furman University and is a CERTIFIED FINANCIAL PLANNERTM certificant, Certified Wealth Strategist® (CWS®), and Certified Kingdom Advisor® (CKA®).

His involvement in the community includes serving in church leadership and as a Halftime coach and facilitator. Through Halftime, Hunter helps leaders gain clarity around their passions and values so they can live life’s second half with meaning and purpose. He also enjoys teaching biblical stewardship and speaking at churches and ministry events.

Hunter and his wife, Katherine, live in Charlotte and have a son and two daughters.

 
12

“We are thankful for our partnership with Hunter and his team. The very first thing we like about Hunter is he begins each meeting by praying for us. He listens and understands our needs and continues to lead us toward good stewardship of God’s financial resources. Hunter has helped with our desire to leave a godly legacy and use a part of our wealth to further God’s kingdom. He always shares information (newsletters, podcast, books etc.) that are valuable to grow and challenge us in our walk with the Lord. He conducts regular checkups to review our portfolio and makes recommendations for adjustments. He educates us on the current conditions in the market and the overall economy. He is a guide, mentor, and friend. His enthusiasm, commitment and love for the Lord is refreshing and something we don’t see in many other business encounters. He brings the correct resource to assist with other needs in our personal and business concerns, and we consider working with Hunter a blessing!”

Joe & Alison C.Charlotte, NC

“Hunter’s financial and godly wisdom has been so valuable in helping us steer through complex financial times. We have been able to maximize our giving and feel confident in our financial future. We have been blessed both personally and financially to have Hunter on our team.”

Kevin & Carol B.Hickory, NC

Resources

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/23 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.