Director of Advanced Planning
Jonathan serves as the Director of Advanced Planning at Scott Jones Financial where he is responsible for the design and implementation of comprehensive strategies and solutions for clients. His passion for working with business owners and his ability to solve their planning needs fit well with the firms’ focus, mission and resources.
Jonathan’s twelve-year career in the financial services industry began at Financial Independence Group. There he worked with some of the nation’s top financial advisors and producer groups on advanced life insurance strategies and solutions for affluent families and businesses. He then joined The Morehead Group and later BB&T where he provided risk management solutions to some of the wealthiest business owners & business leaders in the Southeast. He formed Padgett Wealth Group in January 2019 to work with and solve problems for clients and has since partnered with Scott Jones Financial.
Jonathan received his Bachelor of Science degree in Business Management from Appalachian State University. During his time at App State, he was a member of the varsity golf team for four years and spent his summers as a caddie at the exclusive Diamond Creek Golf Club. He also participated in a study abroad program in the Scandinavian countries where he studied international business.
Jonathan lives in Charlotte with his dog Summer. Always up for some competition, Jonathan enjoys playing golf, beach volleyball, fantasy football and cards, especially spades. He previously spent several years as a Big Brother through Big Brothers Big Sisters of Charlotte and continues to stay in touch and mentor his ‘little’. He attends Lake Forest Church in Huntersville where he is involved with the youth ministry.