Jon Nee


Jon Nee


Jon joined Eastover in 2019 with thirty years of experience in the financial planning, investment, private banking, and trust arenas.  In Jon’s various roles, he assisted affluent families to simplify all their financial priorities.  Jon graduated with a Bachelor of Science degree from West Virginia Wesleyan College.

Outside Eastover

Jon has been a member of the Children’s Theater of Charlotte Board as well as a member of the Charlotte Arts and Science Grant Board.  During his free time, Jon devotes his time to his wife and the various activities that involve his son or daughter.  He also enjoys playing a tennis match or a round of golf with his friends.

How Can We Help?

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Investment Management for Individuals and Institutions Since 1988.

(704) 336-6818

Mon - Thurs 8:30am - 5pm

Friday 8:30am - 4:30pm

Closed on Weekends