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John Frechette
Professional designations
CFP, CPA
Firm or Broker/Dealer name
Trust Company of the South
States licensed in
Charlotte
,
North Carolina
Areas of expertise
Languages spoken
English
Areas of Expertise
Estate Planning
Financial Planning
Investment Management
Tax Planning
UHNWIs/Family Office
Time Zone
John Frechette, CPA, CFP, serves as a Wealth Advisor at Trust Company of the South, where he brings together technical expertise and a heart for service. He believes that financial planning is not just about spreadsheets and strategies—it’s about partnering with others and allowing them to feel confident in their decisions. As a CPA, he especially enjoys and is equipped to help those with tax planning.
Faith is a central part of John's life. His approach is rooted in trust, empathy, and a genuine desire to walk alongside clients, especially in times of loss.
After graduating with an accounting degree from Liberty University in 2019, John and Allie (his wife of two weeks at the time) moved to the Lake Norman area. They welcomed a baby girl into their family in April of 2024. He enjoys serving in his church’s youth group, getting out to play golf or basketball, and spending time with friends and family.