Trey Turner

Trey Turner, CFP®, CKA®

Family Office Advisor
Alpharetta, GA

Trey Turner is a family office advisor serving in the Family Office division of Blue Trust.

In his role, Trey’s primary focus is to build and maintain trusted client relationships, provide comprehensive wealth management advice to ultra-high-net-worth families, and proactively manage their needs on a day-to-day basis. He helps clients intentionally design a multigenerational plan for transferring the social, spiritual, and financial capital necessary for their families to thrive.

Before transitioning to Blue Trust’s Family Office division, Trey served as a private wealth advisor in the firm’s Private Wealth division. In that role he analyzed clients’ overall financial conditions and provided tailored recommendations to help them achieve their financial and life goals. He joined Blue Trust in 2018.

Trey earned his BS in financial planning and his MBA from Liberty University, where he graduated cum laude. He is a Certified Kingdom Advisor® (CKA®) and a CERTIFIED FINANCIAL PLANNER® certificant.

Trey and his wife, Maddie, live in Roswell, Georgia, with their two daughters. They are active members of their local church.

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