Randy Schroeder is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves his clients out of the office in Houston, Texas.
Randy was responsible for establishing the Houston office for Blue Trust in 1994. He led the office as managing director for over 20 years before transitioning into his role as a senior private wealth advisor.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Randy uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Randy and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining the company, Randy served as vice president and manager with Bank One in Houston, where he assisted executive and professional clients with lending, investment, and trust services. Randy earned his BBA in finance from the University of Texas.
Active in the Christian community, Randy works with the leadership of Kingdom Advisors and he is an elder at Hope Church.
He and his wife, Staci, live in Houston, Texas and have three children and four grandchildren.
