Atlanta, GA
Serving
Atlanta, GA
Since
1994
The Atlanta financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum.
With a staff of over 40 professionals, the Atlanta office continues to increase its impact by building personal relationships with clients through financial planning and investment advice to business owners, corporate executives, physicians, athletes, coaches, and retirees. They are also committed to serving the unique needs of women with excellence. Since 2014, Greg Gilbert has built the team and led the growth of the Atlanta office. Greg joined the predecessor to Blue Trust in 1995 and has over 30 years of experience in the wealth management industry. The office was established in 1994 by Executive Vice President, Erik Daniels, as a separate location from the National Office, also located in Atlanta, to provide personal service and expertise to local clients.
Mon – Fri: 8:00 AM – 5:00 PM
Sat – Sun: Closed
Managing Director, Sr. Private Wealth Advisor, Sr. Partner
Greg S. Gilbert
Wealth Management & Trust Services
Our team provides a full range of financial services tailored to your unique needs and goals.
Financial Planning
When financial decisions begin to intersect, coordinated planning helps you bring structure to cash flow, retirement projections, taxes, estate considerations, and generosity.
Investment Management
If you want your investments to serve defined goals, disciplined portfolio management aligns your assets with your financial plan, time horizon, and convictions.
Trust & Estate Services
When it comes time to establish or administer trusts and estates, experienced fiduciary oversight helps ensure your intentions are carried out efficiently and in the best interests of your family.
Philanthropic Consulting
When significant charitable capital is being deployed, independent research and due diligence help you evaluate organizations, leadership, and program effectiveness.
Business Consulting
Business owners facing succession or transaction decisions benefit from experienced advisory support to evaluate options and guide the thoughtful transition of their companies.
