Amy Wilson

Amy Wilson, CFP®, CKA®

Associate Advisor
Greenwood, IN
amy.wilson@bluetrust.com
(317) 810.5030
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Amy Wilson is an associate advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Indianapolis, Indiana.

As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Amy provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. She oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Amy supports investment management through reviews, rebalancing, and reporting. Committed to excellence, she fosters strong client relationships and actively contributes to the team’s growth.

Prior to joining Blue Trust, Amy was the stewardship and finance coordinator for over seven years at Redeemer Presbyterian Church. While there, she implemented all financial functions and related processes and created and implemented a generosity plan to help the church grow a culture of generosity. Before her tenure at Redeemer Presbyterian Church, Amy worked for multiple non-profits and ministries. In her roles, she designed and executed successful fundraising strategies.

Amy graduated with highest distinction from Purdue University with a BA and was also a Phi Beta Kappa member.

Amy and her husband, Doug, have lived in Indianapolis, Indiana, for over 26 years and have three sons. Amy is a founding member of her local church, where she co-chaired a capital campaign, taught Crown classes, and offered financial counseling to members. She is also a Washington Township Committee member of Young Life. In the past, she has been actively involved with several boards, including The Oaks Academy, Harrison Center, Herron Morton Place Foundation, and the regional board of HOPE International.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Day to Reflect on Conviction, Service, and Calling

Economic Review & Outlook First Quarter 2026

New Year. Same Mission.

A Day to Reflect on Conviction, Service, and Calling

Economic Review & Outlook First Quarter 2026

New Year. Same Mission.

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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. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/25 and subject to change.
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