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At Blue Trust, our advisors serve individuals, families, and institutions across a wide range of needs—from foundational planning to multi-generational stewardship.

With offices throughout the country and advisors serving clients in all 50 states, proximity is never an obstacle. We offer in-person and virtual relationships designed to meet you where you are.

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advisor(s) Matched Your Search
Private Wealth

Stephanie J. Adams

Private Wealth Advisor

CFP®
CPA
Dallas Fort Worth, TX
Bio
Stephanie J. Adams
Houston, TX
Private Wealth
Advisor
Private Wealth

Susan S. Alexander

Sr. Financial Advisor, Partner

CFP®
CKA®
CWS®
Charlotte, NC
Bio
Susan S. Alexander
Charlotte, NC
Private Wealth
Senior Advisor
Private Wealth

Andrew Allen

Private Wealth Advisor

CFP®
CKA®
CWS®
Atlanta, GA
Bio
Andrew Allen
Atlanta, GA
Private Wealth
Advisor
Private Wealth

Jennifer Anderson

Private Wealth Advisor

CFP®
CKA®
Chicago, IL
Bio
Jennifer Anderson
Chicago, IL
Private Wealth
Advisor
Private Wealth

Ryan Anderson

Private Wealth Advisor, Sr. Partner

CFP®
CPA
CWS®
Houston, TX
Bio
Ryan Anderson
Houston, TX
Private Wealth
Senior Advisor
Private Wealth

George Andrews III

Sr. Private Wealth Advisor, Partner

CFP®
Palos Verdes, CA
Bio
George Andrews III
Los Angeles, CA
Private Wealth
Senior Advisor
Everyday Steward

Nancy Anglyn

Sr. Financial Advisor, Partner

CDFA®
CFP®
CWS®
Alpharetta, GA
Bio
Nancy Anglyn
Corporate
Everyday Steward
Senior Advisor
Private Wealth

Bob Baker

Sr. Private Wealth Advisor, Partner

CFP®
Orlando, FL
Bio
Bob Baker
Orlando, FL
Private Wealth
Senior Advisor
Private Wealth

Peter Balch

Private Wealth Advisor

CFP®
CPA
CWS®
Atlanta, GA
Bio
Peter Balch
Atlanta, GA
Private Wealth
Advisor
Private Wealth

Gary Bell II

Managing Director, Sr. Partner

CFP®
CKA®
Nashville, TN
Bio
Gary Bell II
Nashville, TN
Private Wealth
Senior Advisor

Gail Bickford-Payne

Sr. Trust Advisor

CTFA
Nashville, TN
Bio
Gail Bickford-Payne
Nashville, TN
Trust & Estate
Senior Advisor
Private Wealth

Ryan E. Blackburn

Managing Director, Partner

CFP®
CWS®
Holland, MI
Bio
Ryan E. Blackburn
Holland, MI
Private Wealth
Advisor

Mike Bleck

Sr. Estate Planning Advisor, Partner

CPA
Alpharetta, GA
Bio
Mike Bleck
Corporate
Trust & Estate
Senior Advisor
Private Wealth

Meredith Blessing

Manager, People Operations

Indianapolis, IN
Bio
Meredith Blessing
Indianapolis, IN
Private Wealth
Advisor
Private Wealth

Nelson Bonner

Private Wealth Advisor

CFP®
CKA®
CRPS®
Seattle, WA
Bio
Nelson Bonner
Seattle, WA
Private Wealth
Advisor
Private Wealth

Hayden Boone

Private Wealth Advisor

APMA
AWMA®
CFP®
CRPC®
MPAS
Atlanta, GA
Bio
Hayden Boone
Atlanta, GA
Private Wealth
Advisor
Private Wealth

Tim Bowman

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
Indianapolis, IN
Bio
Tim Bowman
Indianapolis, IN
Private Wealth
Senior Advisor
Family Office

Jessie Bowman

Family Office Planning Specialist

Alpharetta, GA
Bio
Jessie Bowman
Corporate
Family Office
Associate Advisor
Private Wealth

Anthony C. Brown

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Birmingham, AL
Bio
Anthony C. Brown
Birmingham, AL
Private Wealth
Senior Advisor
Private Wealth

Tyler Brown

Associate Advisor

CFP®
CKA®
Nashville, TN
Bio
Tyler Brown
Nashville, TN
Private Wealth
Associate Advisor

Scott Bryant

Research Analyst*

Alpharetta, GA
Bio
Scott Bryant
Corporate
Philanthropic Consulting
Advisor
Family Office

Scott Calhoun

Managing Director, Sr. Partner

CFP®
CIMA®
CPA/PFS
CWS®
Alpharetta, GA
Bio
Scott Calhoun
Corporate
Family Office
Senior Advisor
Private Wealth

David Campaigne

Sr. Private Wealth Advisor, Sr. Partner

CFP®
ChFC®
CKA®
Hunt Valley, MD
Bio
David Campaigne
Baltimore, MD
Private Wealth
Senior Advisor
Private Wealth

Brian Cannon

Sr. Private Wealth Advisor

CPA/PFS
CWS®
Holland, MI
Bio
Brian Cannon
Holland, MI
Private Wealth
Senior Advisor
Private Wealth

Bryan Cast

Financial Planner

Phoenix, AZ
Bio
Bryan Cast
Phoenix, AZ
Private Wealth
Advisor
Private Wealth

Daniel Chacon

Private Wealth Advisor, Partner

CFP®
CKA®
CPA
Orange County, CA
Bio
Daniel Chacon
Orange County, CA
Private Wealth
Advisor
Family Office
Sports & Entertainment

Morgan Chalk

Sr. Financial Advisor, Sr. Partner

CFP®
CWS®
Alpharetta, GA
Bio
Morgan Chalk
Corporate
Family Office
Senior Advisor
Private Wealth

Bryan Chapman

Sr. Financial Advisor

CFP®
Greenwood, IN
Bio
Bryan Chapman
Indianapolis, IN
Private Wealth
Senior Advisor
Family Office

Anehita Chie

Family Office Advisor

CPA
CWS®
Alpharetta, GA
Bio
Anehita Chie
Corporate
Family Office
Advisor
Everyday Steward

Jeff D. Chinery

Managing Director, Sr. Partner

CFP®
CKA®
Alpharetta, GA
Bio
Jeff D. Chinery
Corporate
Everyday Steward
Senior Advisor
Family Office
Sports & Entertainment

Don M. Christensen

Executive Vice President, Partner

Phoenix, AZ
Bio
Don M. Christensen
Phoenix, AZ
Family Office
Senior Advisor
Everyday Steward

Scott Clark

Sr. Financial Advisor, Partner

CFP®
CKA®
Greenville, SC
Bio
Scott Clark
Greenville, SC
Everyday Steward
Senior Advisor
Private Wealth

Lee Coffman

Private Wealth Advisor

CFP®
CPA
Houston, TX
Bio
Lee Coffman
Houston, TX
Private Wealth
Advisor
Private Wealth

Michael Cranford

Sr. Private Wealth Advisor, Sr. Partner

CAP®
CFP®
CWS®
Charlotte, NC
Bio
Michael Cranford
Charlotte, NC
Private Wealth
Senior Advisor
Family Office
Sports & Entertainment

Reed Crosson

Managing Director, Sports & Entertainment, Sr. Partner

CFP®
Alpharetta, GA
Bio
Reed Crosson
Corporate
Family Office
Senior Advisor
Private Wealth

Joshua Custer

Financial Planner

Naples, FL
Bio
Joshua Custer
Naples, FL
Private Wealth
Advisor
Family Office

Erik Daniels

Executive Vice President, Sr. Partner

Alpharetta, GA
Bio
Erik Daniels
Corporate
Family Office
Senior Advisor
Private Wealth

Saxon Dasher

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CPA/PFS
Atlanta, GA
Bio
Saxon Dasher
Atlanta, GA
Private Wealth
Senior Advisor
Private Wealth

Westin Dawe

Associate Advisor

CFP®
CKA®
Orange County, CA
Bio
Westin Dawe
Orange County, CA
Private Wealth
Associate Advisor
Private Wealth

Sasha Decker

Private Wealth Advisor

CFP®
CKA®
Seattle, WA
Bio
Sasha Decker
Seattle, WA
Private Wealth
Advisor
Private Wealth

Ken Desmarchais

Sr. Private Wealth Advisor, Partner

CFP®
Phoenix, AZ
Bio
Ken Desmarchais
Phoenix, AZ
Private Wealth
Senior Advisor
Private Wealth

Beverly A. DeStefano

Managing Director, Sr. Partner

CFP®
CWS®
Phoenix, AZ
Bio
Beverly A. DeStefano
Phoenix, AZ
Private Wealth
Senior Advisor
Private Wealth

John Dodd

Sr. Private Wealth Advisor, Sr. Partner

AAMS®
CFP®
CRPC®
CWS®
Nashville, TN
Bio
John Dodd
Nashville, TN
Private Wealth
Senior Advisor
Private Wealth

Brent Dunn

Sr. Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Brent Dunn
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Andrew Dwelley

Private Wealth Advisor, Partner

CFP®
CKA®
Charlotte, NC
Bio
Andrew Dwelley
Charlotte, NC
Private Wealth
Advisor
Private Wealth

Kim S. Eades

Private Wealth Advisor

CFP®
Nashville, TN
Bio
Kim S. Eades
Nashville, TN
Private Wealth
Advisor

Calvin Edwards

Founder of Calvin Edwards & Company*

Alpharetta, GA
Bio
Calvin Edwards
Corporate
Philanthropic Consulting
Senior Advisor
Family Office

Mark Elam

Sr. Family Office Investment Strategist

CFA®
Alpharetta, GA
Bio
Mark Elam
Corporate
Family Office
Senior Advisor
Everyday Steward

Mike Evans

Sr. Financial Advisor

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Mike Evans
Indianapolis, IN
Everyday Steward
Senior Advisor
Private Wealth

John W. Faber

Sr. Private Wealth Advisor

CFP®
CWS®
Holland, MI
Bio
John W. Faber
Holland, MI
Private Wealth
Senior Advisor
Private Wealth

Justin Fath

Associate Advisor

CFP®
Indianapolis, IN
Bio
Justin Fath
Indianapolis, IN
Private Wealth
Associate Advisor
Private Wealth

Jacob Ferguson

Associate Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Jacob Ferguson
Indianapolis, IN
Private Wealth
Associate Advisor
Private Wealth

Mike Flink

Sr. Private Wealth Advisor, Partner

Birmingham, AL
Bio
Mike Flink
Birmingham, AL
Private Wealth
Senior Advisor
Private Wealth

Phil Fox

Sr. Private Wealth Advisor, Partner

CKA®
CPA/PFS
CWS®
Naples, FL
Bio
Phil Fox
Naples, FL
Private Wealth
Senior Advisor
Private Wealth

Andrew Freer

Associate Advisor

CFP®
CKA®
CPA
Indianapolis, IN
Bio
Andrew Freer
Indianapolis, IN
Private Wealth
Associate Advisor
Everyday Steward

Bethany Frymire

Financial Advisor, Partner

CFP®
CKA®
Alpharetta, GA
Bio
Bethany Frymire
Corporate
Everyday Steward
Advisor
Private Wealth

Zack Fulmer

Managing Director, Sr. Partner

CFP®
MBA
Orlando, FL
Bio
Zack Fulmer
Orlando, FL
Private Wealth
Senior Advisor
Everyday Steward

David Garrigan

Financial Advisor

CFP®
CKA®
Greenville, SC
Bio
David Garrigan
Greenville, SC
Everyday Steward
Advisor
Private Wealth

Jason D. Gehl

Sr. Private Wealth Advisor, Partner

CFP®
CWS®
Phoenix, AZ
Bio
Jason D. Gehl
Phoenix, AZ
Private Wealth
Senior Advisor
Everyday Steward

Jamey Gibson

Sr. Financial Advisor

CFP®
CWS®
Alpharetta, GA
Bio
Jamey Gibson
Corporate
Everyday Steward
Senior Advisor
Private Wealth

Greg S. Gilbert

Managing Director, Sr. Private Wealth Advisor, Sr. Partner

CIMA®
CWS®
Atlanta, GA
Bio
Greg S. Gilbert
Atlanta, GA
Private Wealth
Senior Advisor
Private Wealth

Jonathan Gillam

Financial Planning Associate

Seattle, WA
Bio
Jonathan Gillam
Seattle, WA
Private Wealth
Associate Advisor
Private Wealth

Jonah Giller

Private Wealth Advisor

CFP®
CKA®
ChSNC®
Charlotte, NC
Bio
Jonah Giller
Charlotte, NC
Private Wealth
Advisor
Everyday Steward

Scott Goldsmith

Sr. Financial Advisor, Sr. Partner

CKA®
CPA/PFS
Indianapolis, IN
Bio
Scott Goldsmith
Indianapolis, IN
Everyday Steward
Senior Advisor
Private Wealth

Michael Graber

Sr. Private Wealth Advisor, Sr. Partner

CPA/PFS
Indianapolis, IN
Bio
Michael Graber
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Aaron Groen

Managing Director, Partner

CFP®
CKA®
Hunt Valley, MD
Bio
Aaron Groen
Baltimore, MD
Private Wealth
Advisor
Private Wealth

Dan Grover

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CPA/PFS
CWS®
Charlotte, NC
Bio
Dan Grover
Charlotte, NC
Private Wealth
Senior Advisor
Private Wealth

Roger W. Gum

Managing Director, Sr. Partner

CFP®
CRPC®
Charlotte, NC
Bio
Roger W. Gum
Charlotte, NC
Private Wealth
Senior Advisor
Private Wealth

Mike F. Haddad

Managing Director, Sr. Partner

CFP®
Orange County, CA
Bio
Mike F. Haddad
Orange County, CA
Private Wealth
Senior Advisor
Private Wealth

Josh Hall

Private Wealth Advisor

CFP®
CKA®
Charlotte, NC
Bio
Josh Hall
Charlotte, NC
Private Wealth
Advisor
Private Wealth

Jesse Hamilton

Associate Advisor

Nashville, TN
Bio
Jesse Hamilton
Nashville, TN
Private Wealth
Associate Advisor
Private Wealth

Johnathan Hargette

Private Wealth Advisor, Partner

CFP®
CWS®
Charlotte, NC
Bio
Johnathan Hargette
Charlotte, NC
Private Wealth
Advisor
Private Wealth

Corey S. Harper

Sr. Private Wealth Advisor, Partner

CFP®
CPA
Indianapolis, IN
Bio
Corey S. Harper
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Josh Harrison

Associate Advisor

CFP®
Seattle, WA
Bio
Josh Harrison
Seattle, WA
Private Wealth
Associate Advisor
Private Wealth

Ryan Harter

Private Wealth Advisor

CFP®
CKA®
Indianapolis, IN
Bio
Ryan Harter
Indianapolis, IN
Private Wealth
Advisor
Family Office

Claiborne Haw

Family Legacy Advisor

Alpharetta, GA
Bio
Claiborne Haw
Corporate
Family Office
Advisor

Nate Haynes

Head of Alternative Investments

CFA®
CFP®
Alpharetta, GA
Bio
Nate Haynes
Corporate
Investment Management
Advisor
Family Office
Sports & Entertainment

Evan Hecht

Associate Advisor

CFP®
Alpharetta, GA
Bio
Evan Hecht
Corporate
Family Office
Associate Advisor
Family Office
Sports & Entertainment

Dave Hensley

Associate Advisor

Alpharetta, GA
Bio
Dave Hensley
Corporate
Family Office
Associate Advisor
Family Office

Bryce Herman

Associate Advisor

CFP®
CKA®
MBA
Phoenix, AZ
Bio
Bryce Herman
Phoenix, AZ
Family Office
Associate Advisor

Brandi Hett

Sr. Trust Advisor

JD
Columbus, GA
Bio
Brandi Hett
Columbus, GA
Trust & Estate
Senior Advisor
Private Wealth

Layne D. Hoekema

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CPA/PFS
CWS®
Indianapolis, IN
Bio
Layne D. Hoekema
Indianapolis, IN
Private Wealth
Senior Advisor

Meg Hoffmann

Sr. Manager, Philanthropic Trust

CTFA
Alpharetta, GA
Bio
Meg Hoffmann
Corporate
Trust & Estate
Senior Advisor
Private Wealth

Kyle Hofmann

Private Wealth Advisor

CFP®
CKA®
Charlotte, NC
Bio
Kyle Hofmann
Charlotte, NC
Private Wealth
Advisor
Private Wealth

Eddie Holland

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CPA/PFS
Greenville, SC
Bio
Eddie Holland
Greenville, SC
Private Wealth
Senior Advisor
Private Wealth

Lisa J. Hopcroft

Sr. Private Wealth Advisor, Partner

CFP®
Atlanta, GA
Bio
Lisa J. Hopcroft
Atlanta, GA
Private Wealth
Senior Advisor
Private Wealth

Jennie Hoppenjan

Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Birmingham, AL
Bio
Jennie Hoppenjan
Birmingham, AL
Private Wealth
Advisor
Private Wealth

Jeff Huitsing

Sr. Private Wealth Advisor, Partner

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Jeff Huitsing
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Tyson Hutton

Private Wealth Advisor

CKA®
Seattle, WA
Bio
Tyson Hutton
Seattle, WA
Private Wealth
Advisor
Private Wealth

Derek V. Irish

West Region Managing Director, Houston Managing Director, Sr. Partner

CFP®
CKA®
CWS®
Houston, TX
Bio
Derek V. Irish
Houston, TX
Private Wealth
Senior Advisor
Everyday Steward

Carol Jackovich

Sr. Financial Advisor, Partner

CFP®
CKA®
Alpharetta, GA
Bio
Carol Jackovich
Corporate
Everyday Steward
Senior Advisor
Private Wealth

Shawn Jacques

Sr. Private Wealth Advisor, Partner

CFP®
ChFC®
CKA®
MBA
Chicago, IL
Bio
Shawn Jacques
Chicago, IL
Private Wealth
Senior Advisor
Everyday Steward

Lauren Jensen

Associate Advisor

CFP®
CKA®
Alpharetta, GA
Bio
Lauren Jensen
Corporate
Everyday Steward
Associate Advisor
Family Office

Jonah Johnson

Investment Associate

CFP®
Alpharetta, GA
Bio
Jonah Johnson
Corporate
Family Office
Associate Advisor

Colleen Jowers

Sr. Trust Advisor

CFP®
Columbus, GA
Bio
Colleen Jowers
Columbus, GA
Trust & Estate
Senior Advisor
Private Wealth

George Kawasaki

Sr. Private Wealth Advisor, Sr. Partner

CWS®
MBA
Chicago, IL
Bio
George Kawasaki
Chicago, IL
Private Wealth
Senior Advisor
Private Wealth
Sports & Entertainment

Scott Kiesel

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CKA®
CWS®
Indianapolis, IN
Bio
Scott Kiesel
Indianapolis, IN
Private Wealth
Senior Advisor
Private Wealth

Adam Kleinfelter

Private Wealth Advisor

CAP®
CFP®
ChSNC®
Greenville, SC
Bio
Adam Kleinfelter
Greenville, SC
Private Wealth
Advisor
Private Wealth

Mary Helen Klingen

Private Wealth Advisor

CFP®
CKA®
CPA
Houston, TX
Bio
Mary Helen Klingen
Houston, TX
Private Wealth
Advisor
Private Wealth

Kevin Klok

Sr. Private Wealth Advisor, Sr. Partner

CFP®
CWS®
Holland, MI
Bio
Kevin Klok
Holland, MI
Private Wealth
Senior Advisor

No advisors match your search.

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