Eric Ratliff

Eric Ratliff, JD, LLM

Director, Estate & Philanthropic Planning
Wise, VA

Eric Ratliff is the director of estate and philanthropic planning at Blue Trust.

With over 18 years of experience in law, accounting, and as the CEO of a trust company, Eric oversees the estate and philanthropic planning department. He and his team specialize in developing advanced financial strategies to help high-net-worth clients include estate, trust, tax, and philanthropic giving in their financial and estate plans.

Before joining the company, Eric held prominent positions at various organizations. He founded Magnolia Trust Company where he served as the president and CEO, overseeing sales, administration, and governance. Prior to that, he worked as a partner at Moore Colson CPAs and Advisors, offering consultation services in legal and tax strategies. Eric also founded Covenant Trust where he held the roles of partner and vice president for over 8 years, and he led the Ratliff Law Firm for 18 years.

Eric graduated with honors from the University of Virginia’s College at Wise, earning a BS degree in accounting and finance. He then pursued his JD at the Appalachian School of Law, graduating with high honors. In addition, Eric obtained a master’s degree in international taxation from St. Thomas University School of Law. He further expanded his legal expertise by attending Oxford University, where he obtained his British solicitorship from the Solicitors Regulation Authority.

Active in the community, Eric is involved with his local church.

Eric and his wife, Stephanie, live in Wise, Virginia, and have a daughter and son.

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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