Please join us in welcoming our new Chief Operating Officer, Pete Kantor! Pete brings a wealth of experience from his time in the banking and wealth management sectors. With a strong background in managing enterprise-level initiatives and leveraging data analytics to inform corporate strategy, Pete will be an invaluable addition to our Executive Leadership Team. Welcome to the team, Pete! #coo #bluetrust #leadership #wealthmanagement #financialfirm #christianfinancialfirm #executiveleader #strategy #financialplanning
Blue Trust
Financial Services
Alpharetta, GA 6,583 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 $59 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 6/30/24 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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Happy Labor Day! It is good to work. It is good to rest. And we praise the Lord for both! #laborday #rest #encouragement #financialfirm #financialpeace #financialjourney #financialplannig #christianfirm #christianfinancialfirm #biblicalwisdom #wisdomforwealthforlife
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We asked our managing directors to share their favorite budget-friendly meals, and the answers were everything from leftovers to… goldfish! What's your go-to budget-friendly meal? Let us know! 👇 #budget #budgetmeals #mealplanning #financialplanning #financialfirm
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Did you know? Blue Trust proudly serves clients and businesses across the country! Our 17 offices nationwide allow us to provide personalized wealth management services to families, individuals, businesses, and ministries in all 50 states. Whether you need assistance with investment management, retirement planning, giving strategies, estate planning, or other financial services, we're here to support your unique journey. Let’s talk about how we can help you achieve your financial goals. #bluetrust #financialfirm #christianfinances #financialplanning
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🚨 Are you at risk for financial fraud? 🛡️ With hackers breaching databases and accessing billions of records, staying vigilant is more important than ever. Here's how to protect yourself. Common Scams to Watch Out For: • Fictitious prize claims • Unreceived goods or services • Phishing emails pretending to be familiar contacts • Suspicious overpayment requests Protect Yourself with These Tips: • Know who you’re dealing with: Verify the seller or organization’s credibility. • Pay safely: Use credit cards for online purchases. • Sign up for alerts: Get notifications for suspicious activity. • Guard your info: Be cautious with sensitive data. • Take your time: Don’t rush into transactions—scammers rely on urgency. • Freeze your credit: Prevent unauthorized accounts in your name. At Blue Trust, your security is our priority. 👉 Learn more about fraud prevention in our latest blog at bluetrust.com/blogs. #FinancialSafety #FraudPrevention #BlueTrust
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🚨 Office Vibes in Houston! 🌇 Get an inside look at our dynamic Houston office. Our Texas branch offers wealth management and trust services, and we're also hiring! 👉 Discover more about our Houston location at BlueTrust.com. #HoustonOffice #TeamCulture #WorkHardPlayHard
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We asked Evan Longstreth, Managing Director for the Eastern U.S. Region and Sr. Partner of Blue Trust, for his single most important piece of financial advice. His answer? Begin with the end in mind. #wisdom #wisdomforwealthforlife #financialpeace #financialneeds #financialjourney #financial #financialresources #financialfirm #biblicalwisdom
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We thrive on togetherness at Blue Trust! Recently, our Nashville team had a fantastic night out cheering on the Nashville Sounds with their spouses. ⚾ Looking for a workplace where you and your family are truly valued? Explore our job openings today at BlueTrust.com. #TeamSpirit #WorkFamily #NashvilleSounds #FamilyFun #JobOpenings #BlueTrustCareers
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Summer Insights Are Here! Our latest newsletter is now out. Dive into: 👪 The challenges and opportunities facing the sandwich generation 💡 The importance of proactive philanthropic planning 🗓️ Key updates as we approach the 2025 expiration of the Tax Cuts & Jobs Act Plus, don’t miss our Investment Perspective on economic growth, market resilience, and what history tells us about inflation trends. 👉 Read the full newsletter at https://lnkd.in/eAxAkhQV.
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What an incredible gathering at the Clapham Circle hosted by Inspire Experiences at Museum of the Bible connecting with next-gen leaders and influencers within the Christian community! Some of our team and clients had the privilege of joining keynote speaker David Platt and the Radical team to discuss the ongoing mission to spread the gospel to the nations. Giving generously to help fulfill the Great Commission is at the heart of Blue Trust and our clients, and we’re so grateful for the opportunity to participate in the Clapham Circle event! #claphamcircle #generosity #generouslife #wisdom #wisdomforwealthforlife #finances #financialplanning #financialfirm #giving #greatcommission