Hunter Robertson, CFP®

Associate Wealth Advisor

704-733-6880
Hunter.Robertson@CarnegiePW.com

Hunter is a CERTIFIED FINANCIAL PLANNER® with over a decade of experience in wealth management, serving clients at Carnegie Private Wealth with a focus on clarity, confidence, and long-term financial success. Based in Fort Mill, South Carolina, he lives with his wife, Lauren, their children, Henley and Wells, and their pets, Leo and Smokey.

Born and raised in Charlotte, North Carolina, Hunter began his career in sports marketing before transitioning into financial planning. His strong ties to the local community and passion for helping others guide his client-first approach. He earned his Bachelor of Science in Business Administration from The University of South Carolina in 2010 and his CERTIFIED FINANCIAL PLANNER® designation in 2019. Since then, he has worked closely with individuals and families to navigate complex financial decisions with care and intention.

At Carnegie Private Wealth, Hunter believes effective wealth management starts with listening. By understanding each client’s values and goals, he develops tailored strategies that bring structure, clarity, and confidence to their financial journey. His approach emphasizes education, transparency, and long-term partnership.

Outside of work, Hunter enjoys spending time with family and friends, staying active, traveling, and exploring new culinary experiences. This balanced lifestyle supports the thoughtful, energetic, and empathetic perspective he brings to his clients every day.