Nashville Financial Advisors

Home » Nashville, TN
Nashville Office
1000 Health Park Drive
Suite 180
Brentwood, TN 37027
Phone
615.373.2800
Fax
615.373.2846

Wealth Management & Trust Services

The Nashville 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
The financial professionals in the Nashville office have an average of over 20 years of experience in providing financial advisory services. The Nashville financial advisors each intentionally maintain a limited number of client relationships, enabling them to focus on helping clients gain clarity and confidence about their finances. Since 2018, Gary Bell has served as managing director of the Nashville office. The office was established in 1994 by Sr. Partner, Bruce Williams, who served as managing director for 23 years.

Meet our Nashville Financial Advisors

  • See Bio

    Gary Bell II

    Gary Bell II, CKA®, CFP®, CWS®

    Nashville, TN

  • See Bio

    John Dodd

    John Dodd, CFP®, CWS®, CMFC®, AAMS®, CRPC

    Nashville, TN

  • See Bio

    Colby Gilmore

    Colby Gilmore, CFP®, CWS®, CPA, CKA®

    Nashville, TN

  • See Bio

    Chris Lim

    Chris Lim, CFP®, CWS®

    Nashville, TN

  • See Bio

    Connor Lowery

    Connor Lowery, CFP®, CPA, CWS®

    Nashville, TN

  • See Bio

    John Perry

    John Perry

    Nashville, TN

  • See Bio

    Jeff Wernick

    Jeff Wernick

    Nashville, TN

  • See Bio

    Brett Whitley

    Brett Whitley, CWS®

    Nashville, TN

  • See Bio

    Bruce Williams

    Bruce Williams, CFP®

    Nashville, TN

  • See Bio

    Dane Williams

    Dane Williams, CFP®, CKA®, CPA

    Nashville, TN