“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.
– Cathy R.
Our team is actively seeking like-minded advisors to join our firm and invite you to learn more about these opportunities. Whether you own a practice, are looking to transition to a new advisory firm, or need a business continuity partner, we want to learn more about you.
– 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.