Christopher Carlson

Christopher Carlson, CFP®

Chief Fiduciary Officer
Columbus, GA

Chris Carlson is the chief fiduciary officer for Blue Trust.

With over 28 years of experience in financial planning and trust services, Chris leads the Fiduciary Services team by providing direction, guidance, and support to ensure high-quality fiduciary services and performance. He oversees all fiduciary activities, policies, and procedures, ensuring compliance with all relevant laws, regulations, and ethical standards.

Before his current role, Chris served as a senior family trust advisor in the company’s Family Office division. Chris previously worked as a regional relationship manager for Synovus Trust Company, N.A. Before Synovus, he served at SunTrust Bank as vice president & trust officer and was responsible for relationship management and business development.

Chris graduated from the University of Georgia with a BS degree in economics and a master’s degree in agricultural economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

Active in the community, Chris is a member of the North Georgia Estate Planning Council and serves on the board for Micah’s Promise, Inc., an organization devoted to DMST awareness, prevention, and recovery. Chris is also active in his local church.

Chris and his wife, Amy, live in Columbus, Georgia, and have one daughter and two sons.

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

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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

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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