Hobart Wealth

Robert Barton is a financial advisor with Hobart Wealth in Charlotte, NC. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Hobart Wealth in 2023, he worked at Prudential Financial Planning Services and Pruco Securities, LLC. from 2018 to 2023, and at First Command Financial Planning, Inc. from 2016 to 2018. Before entering the financial industry, he was employed at Heritage Ministries for 14 years. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering asset management, financial planning, and retirement plan consulting using a variety of analytical methods and implementation strategies.

Brian Colan is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 65 credential. He has experience in mortgage brokerage through his role at MPIRE Financial LLC and has worked in healthcare and lending sectors prior to his current advisory position. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and estates, offering customized asset management and financial planning using a range of analytical methods and implementation strategies.

Joshua Pohl is a financial advisor at Hobart Wealth in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at EP Wealth Advisors, AW Securities, Wealthcare Capital Management, and TD Ameritrade. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, and estates, providing asset management, financial planning, and retirement plan consulting using a range of analytical methods and implementation strategies.

Thomas Hamilton is a financial advisor with Hobart Wealth in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has worked at Hobart Private Capital since 2018, following positions at PNC Investments and SCOTTRADE. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and estates, offering asset management, financial planning, and retirement consulting through tailored portfolios and a variety of analytical methods and implementation strategies.

Nicholas Adkins is a CFP® with 12 years of industry experience, currently serving as an advisor at Hobart Wealth. He previously worked at Raymond James Financial Services and Edward Jones. In addition to his advisory role, he is a licensed insurance agent involved in the sale of insurance products. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement consulting using a range of analytical methods and implementation strategies.

Charles Randall is a financial advisor at Hobart Wealth in Charlotte, NC, holding a Series 66 credential with 13 years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, Charles Schwab, and Morgan Stanley. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and implementation strategies.

Steven Greer is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Hobart Wealth. He has worked with Hobart Private Capital, LLC since 2013 and has prior experience at GF Investment Services, LLC and Global Financial Private Capital, LLC. Outside of investment advising, he is also an independent insurance agent involved in the sale of insurance products. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and estates, offering tailored asset management and financial planning services using a variety of analytical methods and implementation strategies.

Jacob Woodrum is a CFP® professional with eight years of experience in the financial services industry. He has worked at Wells Fargo and Hobart Insurance Services before joining Hobart Private Capital, where he has been since 2017. Outside of his advisory role, Woodrum owns a jewelry wholesale and resale business. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing tailored asset management, financial planning, and retirement plan consulting.

John Tonissen Jr. is a financial advisor at Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 licenses with 50 years of industry experience. His prior roles include positions at Cape Securities, Inc., GF Investment Services LLC, and Global Financial Private Capital. He also works as an independent insurance agent with Navigator Financial Inc., selling disability, fixed annuities, life, accident, health, long-term care, and group insurance. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering asset management, financial planning, and retirement plan consulting using a mix of analytical methods and implementation strategies.

Corey Sunstrom is a CFP® professional with 13 years of industry experience, currently with Hobart Wealth. He has worked at Hobart Private Capital and Hobart Financial Group since 2014 and has prior experience at GF Investment Services and Global Financial Private Capital. Sunstrom also serves as an adjunct professor teaching estate planning courses at Gardner-Webb University. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, offering tailored asset management, financial planning, and retirement plan consulting using a variety of analytical methods and investment strategies.

Christopher Hobart is a financial advisor with Hobart Wealth in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes roles at G.F. Investment Services, LLC, and multiple Hobart-related financial and insurance firms. Outside of advising, he owns a marketing consulting business and serves as secretary for a local business park homeowners association. Hobart Wealth is an SEC-registered advisory firm with a team of eight advisors managing approximately $430 million. The firm serves individuals, including high-net-worth clients, as well as pension plans, trusts, and estates, offering tailored asset management and financial planning using a range of analytical methods and implementation strategies.