Greg Gilbert serves leaders, from founders and business owners to collegiate coaches, helping them navigate every dimension of their financial lives with clarity and confidence. As a senior private wealth advisor, he acts as a trusted financial quarterback, guiding clients through investment strategy, tax and legal coordination, and long-term wealth stewardship. His work centers on helping clients focus on what matters most: faith, family, and lasting legacy.
As the managing director of Blue Trust’s Atlanta office, Greg oversees the day-to-day operations, team development, client service, and strategic growth initiatives. He leads with a vision to build a culture of excellence and mission-driven impact, ensuring that each client and team member experiences the unique value of the Blue Trust approach.
Greg’s expertise includes investment and portfolio analysis, tax planning and forward-looking coordination, financial independence and retirement planning, generosity mission statement and charitable strategy, family legacy and estate planning, and digital financial architecture and secure financial vault services.
Greg has over 30 years of experience in the area of investment management and financial advisement to clients and is a Certified Investment Management Analyst® (CIMA®) and a Certified Wealth Strategist® (CWS®). Prior to joining the company, Greg worked with clients developing custom estate and investment strategies. He also assisted portfolio managers, where he gained first-hand exposure into the money management industry.
In addition to his professional work, Greg serves on the Board of Directors for the Fellowship of Christian Athletes (FCA) at the University of Georgia.
Greg and his wife, Lisa, live in Brookhaven, Georgia, with their three children.