We have additional advisors serving in the Atlanta area out of our Everyday Steward®, Professional Athlete, and Family Office division location:
Wealth Management & Trust Services
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 and offer services that include:
- Wealth Management (financial, retirement, and estate planning)
- Investment management
- Cash flow and budget planning
- Charitable giving strategies
- Personal trust and estate settlement services
- Family Office
- Sports & Entertainment services
- Business consulting services
- Institutional services
- Retirement plan consulting
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. As one of Blue Trust’s largest offices, the office serves over 1,000 clients with combined assets under advisement in excess of $5 billion.* 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.
*As of 12/31/24 and subject to change.
Managing Director
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