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John Tonissen

Wealth Advisor

Hobart Wealth

United States, North Carolina, Charlotte

About Me

Jock has worked as a financial advisor since 1971. He formed Navigator Financial, a financial advisory firm, in 2001 and merged with Hobart Financial Group in 2013. Jock serves high net worth clients and works with small business owners to implement 401(k) plans and key-employee benefit plans. Understanding a client’s unique needs is the core of Jock’s philosophy, and he focuses on building client relationships constructed on a foundation of trust and integrity. He stresses the importance of a long-term investment outlook before making short-term or individual investment decisions. Jock is a graduate of The University of The South in Sewanee, Tennessee.

Profile Information

Wealth Advisor

Hobart Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

May 15, 2024

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