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Jonathan Stoller, CFP®Financial Advisor

  • 628 Green Valley Road
    #206
    Greensboro, NC 27408
  • LinkedIn

Jonathan became part of CAPTRUST in 2018 when Morton Wealth Management merged with CAPTRUST. He serves as a financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors and corporate executives. Prior to joining the firm, Jonathan was a financial advisor at Morton Wealth Management. He has worked in the industry since 1988. He is also a founder and principal of TAO, Inc., a firm specializing in working with clientele from the entertainment industry. 

Jonathan’s unique approach focuses on listening to and understanding the needs, hopes, and desires of his clients to implement the best possible solutions. When he's not at the office, Jonathan enjoys photography, traveling, reading, tennis, surfing, skiing, snowboarding, mountain biking, and yoga. 

EDUCATION

  • Bachelor of Science degree with honors in industrial design from the Art Center College of Design

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER™

INDUSTRY INVOLVEMENT  

  • Founder and principal of TAO, Inc

 

Personal Profile

Hometown:
Pacific Palisades, CA
Favorite Book or Movie:
Man's Search for Meaning | Schindler's List
Ideal Dinner Guest:
Stephen Covey, Elon Musk, and Roger Federer
Words to Live By:
The main thing is to make the main thing the main thing.
Qualities I Admire in People:
Authenticity, compassion, and humility