Careers
For Advisors
Contact
Client Login
Locations
|
Orlando, FL
|
Advisors

Orlando, FL

Advisors

Our experienced team of financial advisors is dedicated to helping you steward your wealth with wisdom, integrity, and purpose.

0
Advisors
All Advisors
Senior Advisors
Advisors
Private Wealth

Bob Baker

Sr. Private Wealth Advisor, Partner

CFP®
Orlando, FL
Bio
Bob Baker
Orlando, FL
Private Wealth
Senior Advisor
Advisors
Private Wealth

Zack Fulmer

Managing Director, Sr. Partner

CFP®
MBA
Orlando, FL
Bio
Zack Fulmer
Orlando, FL
Private Wealth
Senior Advisor
Managing Directors
Private Wealth
Sports & Entertainment

Tom Milajecki

Private Wealth Advisor, Partner

CFP®
Orlando, FL
Bio
Tom Milajecki
Orlando, FL
Private Wealth
Advisor
Advisors
Everyday Steward

Daniel Scoggin

Financial Advisor

Orlando, FL
Bio
Daniel Scoggin
Orlando, FL
Everyday Steward
Advisor
Advisors
Private Wealth

Jim Wise

Dir. Ministry Services, Sr. Private Wealth Advisor, Sr. Partner

CAP®
CFP®
ChFC®
CKA®
CLU®
CWS®
Orlando, FL
Bio
Jim Wise
Orlando, FL
Private Wealth
Senior Advisor
Advisors
Private Wealth

Bob Baker

Sr. Private Wealth Advisor, Partner

CFP®
Orlando, FL
Bio
Bob Baker
Orlando, FL
Private Wealth
Senior Advisor
Advisors
Private Wealth

Zack Fulmer

Managing Director, Sr. Partner

CFP®
MBA
Orlando, FL
Bio
Zack Fulmer
Orlando, FL
Private Wealth
Senior Advisor
Managing Directors
Private Wealth

Jim Wise

Dir. Ministry Services, Sr. Private Wealth Advisor, Sr. Partner

CAP®
CFP®
ChFC®
CKA®
CLU®
CWS®
Orlando, FL
Bio
Jim Wise
Orlando, FL
Private Wealth
Senior Advisor
Advisors
Private Wealth
Sports & Entertainment

Tom Milajecki

Private Wealth Advisor, Partner

CFP®
Orlando, FL
Bio
Tom Milajecki
Orlando, FL
Private Wealth
Advisor
Advisors
Everyday Steward

Daniel Scoggin

Financial Advisor

Orlando, FL
Bio
Daniel Scoggin
Orlando, FL
Everyday Steward
Advisor
Advisors
Connect

Begin the Conversation

Whether you’re seeking clarity for the years ahead or navigating increasing complexity, our advisors are here to serve.

Contact Us
CONNECT

Begin the Conversation

Find an advisor who can help provide greater direction in your financial decisions.

Find an Advisor

Ready to start a conversation about your finances? Complete a questionnaire to get started.

Complete Questionnaire

Current Openings

Available roles across regions and disciplines are listed on our careers portal. 

View Current Openings

Future Considerations

If no current role aligns with your background, you may submit your information for future consideration as needs arise.

Submit Your Resume

*These links will take you to a Paylocity web address. Paylocity is our trusted vendor for employee applications.

CA applicants and employees please review our Notice at Collection for California Applicants and Employees related to the California Consumer Privacy Act.

Blue Trust provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Blue Trust is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to employment@bluetrust.com or call 800-841-0362 and request Human Resources.

Connect

Begin the Conversation

Whether you’re seeking clarity for the years ahead or navigating increasing complexity, our advisors are here to serve.

Subscribe

Who We Serve

Everyday stewardPrivate WealthFamily office

Why Blue Trust

Why Blue TrustLeadershipPress Releases

How We Help

Financial PlanningInvestment ManagementTrust & EstateBusiness ConsultingPhilanthropic Consulting

Locations

CorporateAtlanta, GABaltimore, MDBirmingham, ALCharlotte, NCChicago, ILColumbia, SCColumbus, GAGreenville, SCHolland, MI
Houston, TXIndianapolis, INLos Angeles, CANaples, FLNashville, TNOrange County, CAOrlando, FLPhoenix, AZSeattle, WA
InsightsCareersFor AdvisorsContactClient Login
Find an Advisor

Subscribe for Occasional Insights & Updates

Subscribe

By submitting this form, you are consenting to receive marketing emails from Blue Trust.

©2026 blue trust, inc
Privacy & RegulatoryNotice at Collection
Top
(800) 987-2987
Made with
By Black Airplane

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.

**All financials are as of 12/31/25 and subject to change.

Cross-section of a tree stump showing detailed growth rings and cracks.
SUBSCRIBE

Subscribe for Occasional Insights & Updates