Jonathan Brown, CFP®

As a CERTIFIED FINANCIAL PLANNER™, Jonathan brings a holistic approach to serving his clients by creating a customized financial plan. This financial plan encompasses retirement planning, risk management, estate planning, special needs planning, portfolio and asset allocation analysis, and education planning.

Jonathan started his career in 2005 with the Vanguard Group in Charlotte. While at Vanguard, he served as a client relations associate for their High Net Worth clients and trained newly hired associates to the firm. In 2009, Jonathan earned his CERTIFIED FINANCIAL PLANNER™ certification after completing the CFP®certificate program at UNC-Charlotte.

Jonathan joined Cornerstone Wealth in 2009, working in the Huntersville office until 2012. In December 2012, he had the opportunity to relocate his family to Greenville, SC and open Cornerstone’s office there. Since moving to Greenville, Jonathan has served on the board of the Red Shoe Society, a professional organization that supports the Ronald McDonald House of the Carolinas. He is also a member of the Greenville Estate Planning Council.

Jonathan has been married since 2012 and has two beautiful daughters and two twin boys. In his free time, Jonathan enjoys spending time with his family, hiking, traveling, and playing the occasional round of golf.