Which side are you on: Netflix or Hulu? 🎬📺 Are you a binge-watcher on Netflix or a Hulu enthusiast? Cast your vote in the comments! 🗳️ #intern #summerinternship #teamNetflix #teamHulu #streamingwars
Blue Trust
Financial Services
Alpharetta, GA 6,380 followers
Wisdom for Wealth. For Life.
About us
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With nearly $52 billion in assets under advisement and a nationwide network of 18 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 12/31/23 and subject to change. -- Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. View our social media guidelines & legal info: https://www.bluetrust.com/privacy-regulatory/
- Website
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http://www.bluetrust.com
External link for Blue Trust
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Alpharetta, GA
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, and Institutional services
Locations
Employees at Blue Trust
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Marshall Potter, CFP®, CKA®, Partner
Sr. Wealth Advisor helping clients make better financial decisions, live generously, and leave a meaningful legacy.
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Brian Shepler
President, CEO at Blue Trust
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Kerry A. Mallory
Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy.
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Sherri White, CPA PFS, CKA®
Senior Private Wealth Advisor, Partner at Ronald Blue Trust
Updates
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We have a rare and exciting opportunity available at our firm! We are seeking a Chief Operating Officer to partner with us in shepherding this incredible, faith-driven organization. You may not know, but we serve over 10,000 families, manage nearly $19 billion in investment assets, advise on $59 billion of total assets, and have been growing at 19% a year. Our mission is built on biblical principles, guiding clients to make wise financial decisions, experience clarity and confidence, and leave a lasting legacy. The COO will play a pivotal role in shaping our strategy, optimizing operations, and guiding us toward an even brighter future. This is an opportunity to lead a talented team, influence major decisions, and be part of a transformative journey. We are committed to fulfilling the Great Commission, bringing financial peace of mind to families, helping individuals find their “finish line,” and encouraging generosity. We are eager to see what God has in store for the next decade and beyond. Interested or know someone who is? Let us know! Link to apply: https://lnkd.in/dg4pkCcW #Leadership #COO #FaithDriven #FinancialGrowth Financials as of 6/30/2024
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Why settle for just 1 intern when you can have 27? #SummerInterns #OurInternsRock #FinancialPlanning #FinancialPeace #financialinternship #financialfirm
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What’s your favorite biblical financial planning principle? At Blue Trust, we love hearing insights from our advisors. Huge thanks to Michael J. Cranford, CFP®, CKA®, CWS®, CAP® for sharing his wisdom with us! #wisdom #wisdomforwealthforlife #financialneeds #financialplanning #financialpeace #financialresources #financialfirm #financialjourney #financial
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Happy 4th of July! 🎆 Today, we're immensely grateful for the 56 men who signed the Declaration of Independence 248 years ago. This Independence Day, we invite you to lean into life's true riches – God's blessings, love, and abundant grace. Discover more on our blog at bluetrust.com/blogs. #IndependenceDay #TrueRiches #Blessings #FreedomDay #HappyBirthdayAmerica #Freedom #Faith
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What's one of the most common questions we get from clients? “How much cash should you keep on hand vs. invest or put into other assets?" It all boils down to cash flow! While the 3-6 month rule is a great starting point, every household is different. Thanks for sharing, Nolan McClure, CFP®, CKA®! Not sure how much cash you should keep on hand? Chat with your financial planner, or reach out to us for tailored solutions. We're here to partner with you on your financial journey! #financialplanning #cashflow #cashneeds #financialpeace #financialplanning #financialresources #financialfirm #stewardship #tailoredapproach
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🌞 Morning person or 🌜 night owl? Let's continue to get to know our amazing interns with a fun poll for our summer series! Cast your vote and comment below. Stay tuned all summer for more fun polls! #intern #summerinternship #morningperson #nightowl
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At Blue Trust, we believe in living a life of generosity. Listen as retired MLB pitcher Jaime Garcia teams up with a Mexican community development organization to build schools and help residents earn their own homes through community service. Discover how these experiences transformed Jaime’s view on giving. #Giving #Generosity #Stewardship #FinancialPeace 💙
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From coast to coast, we've got you covered! With 18 offices nationwide, Blue Trust is ready to serve your unique financial needs across all 50 states. Whether you're a retiree, a business owner, or just starting out, our tailored approach to wealth management meets you exactly where you are. Are you ready to experience the Blue Trust difference? Begin your journey to financial peace with us today at bluetrust.com #bluetrust #investments #financialjourney #financialneeds #financialjourney #financialpeace #financialplanning #tailoredapproach #wisdomforwealthforlife #businessconsulting
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Our National Softball Summer League is in full swing! 🥎 Join the Blue Trust families at Sanctuary Park for some exciting games and show your support throughout the week! #Culture #BlueTrust #Team #TeamCulture #Softball #SummerFun