Advisor Opportunities
“They quickly put our minds at ease as they helped us see how our assets would carry us into the future, how we could plan better for the future.”
– Cathy R.
Dalton, GA
– Cathy R.
Dalton, GA
Blue Trust is actively seeking advisors who are:
– Kerry Mallory
Sr. Private Wealth Advisor, Atlanta, GA
Before joining Blue Trust, Kerry worked with a large bank for 15 years serving in multiple roles including Senior Vice President of Private Wealth Management.
– Mike Miller
President and CEO of PlanFIRST
Transitioned PlanFIRST into Blue Trust in March 2019. Located in Greenville, SC. PlanFIRST was an RIA with $350 million in assets under management, 500 clients, and 16 employees.
– Tom Dafnos & Brent Dunn
Cofounders of Crosspoint Wealth Advisors
Transitioned Crosspoint Wealth Advisors into Blue Trust in January 2020. Located in Indianapolis, IN. Crosspoint was an independent wealth advisory firm with $435 million in assets under management, 300 clients, and 7 employees.
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