Columbia, SC
Serving
Columbia, SC
Since
2025
The Columbia 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.
Located just off Main Street in downtown Lexington, the Columbia, SC office was established in 2025 to support Blue Trust’s expanding client base in the region. Leading the team is Senior Private Wealth Advisor and Partner Jared Simmons, who brings over a decade of experience to Blue Trust, having begun his tenure in the Atlanta office. Committed to excellence, the Columbia team is dedicated to providing individuals, families, and institutions with personalized service and tailored financial solutions to help them achieve their financial and stewardship goals.
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.
