We’re beyond excited to continue watching the Olympics and cheering on Team USA! 🥇 From the track to the pool, we’re rooting for our incredible athletes every step of the way! But that's not all – we're bringing the Olympic spirit to our office with our very own Mini Office Olympics! From ping pong ball scores to bottle flipping, we’re all in for some fun and friendly competition. Let the games begin! #TeamUSA #Olympics #OfficeOlympics #GoForGold #CompanyFun #CheerOn
Blue Trust
Financial Services
Alpharetta, GA 6,472 followers
Wisdom for Wealth. For Life.
About us
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With $59 billion in assets under advisement and a nationwide network of 18 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/24 and subject to change. -- 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. View our social media guidelines & legal info: https://www.bluetrust.com/privacy-regulatory/
- Website
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http://www.bluetrust.com
External link for Blue Trust
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Alpharetta, GA
- Type
- Privately Held
- Founded
- 1979
- Specialties
- Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, and Institutional services
Locations
Employees at Blue Trust
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Marshall Potter, CFP®, CKA®, Partner
Sr. Wealth Advisor helping clients make better financial decisions, live generously, and leave a meaningful legacy.
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Brian Shepler
President, CEO at Blue Trust
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Kerry A. Mallory
Sr. Private Wealth Advisor helping clients make better financial decisions, live generously, and leave a lasting legacy.
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Sherri White, CPA PFS, CKA®
Senior Private Wealth Advisor, Partner at Ronald Blue Trust
Updates
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💡 Teaching Kids About Money: A Stewardship Approach Gary Bell, II CFP®, CWS®, CKA®, Managing Director from our Nashville office, shares that teaching his kids about money started with a simple allowance system. Check out our latest blog to learn how you can use an allowance to teach kids the essentials of giving, saving, and spending wisely! How It Works: Giving: 1/3 goes to charity Saving: 1/3 for future goals Spending: 1/3 for fun treats Make financial lessons engaging with weekly check-ins and a fun "Money Lunch!” Discover more tips and start teaching your kids about money at bluetrust.com/blogs. #Stewardship #FinancialPlanning #FinancialPeace #TeachKidsAboutMoney #Generosity #Giving
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What's one of the most important principles about money? At Blue Trust, we follow 6 biblical principles related to money. #1? God owns it all. Thanks, Reed Crosson, for sharing this timeless truth! #biblicalwisdom #wisdom #timelesstruths
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🎉🏅 The opening ceremonies are tonight! To kick off the excitement, we’ve put together some fun Olympics trivia at the Blue Trust National office! 🇺🇸✨l Think you’re an Olympics expert? Let’s test your knowledge! #Olympics #2024Olympics #BlueTrust #TriviaTime #GameOn
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🎉 Happy National Interns Day! 🎉 A huge thank you to our incredible 27 interns who made this summer unforgettable! 🌟 Your hard work and enthusiasm have truly shined. As you wrap up your studies, know that we’re cheering you on and praying for each one of you. Tomorrow marks the final day of the Blue Trust summer internship. Please join us to take a moment to celebrate and thank these amazing interns across the country! #Internship #SummerIntern #FinancialFirm #FinancialInternship #BlueTrust #BlueTrustInternship #NationalInternsDay
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📱✨ Technology vs. Stewardship ✨📱 Technology can shift us from stewardship to consumerism. Did you know Google made $225B from ads in 2022? That’s the GDP of Finland! 🌍Social media is designed to capture our attention, pulling us into a consumeristic mindset. It’s crucial to recognize this temptation. But we shouldn't throw the baby out with the bathwater. Budget apps, online giving, and guided prayer apps can aid us in our stewardship. Slow down, step back, and practice rest. Read more at BlueTrust.com/blogs #Stewardship #FinancialPlanning #Technology #Mindfulness #FinancialWisdom
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What's the advisor difference at Blue Trust? 🌟 We love how our longtime client Matthew says it. "[Prosperity] is not a bad goal, but it can't be the only goal. That can't be the main goal. It's just a pillar from my perspective. And What Blue brought to the picture was posterity, which I think is more important." #bluetrust #thebluetrustdifference #financialadvisor #financial #financialjourney #financialpeace #posterity #prosperity #financialfirm #wisdom #wisdomforwealthforlife #trueriches
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What's your go-to karaoke song? 🎤✨ We asked our interns, and they had some great responses! From Taylor Swift to Shania Twain, they've got it all covered! #KaraokeNights #InternsRock #karaoke #singing #internship #summerintern
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At Blue Trust, we put scripture front and center in everything we do. Whether we're managing your investment portfolio or planning your children's education fund, we're guided by timeless wisdom. #TheWord #BiblicalWisdom #BiblicalFinances #WisdomForWealth #TrueRiches #FinancialFirm #FinancialPeace #FinancialPlanning #FinancialResources
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🎙️ New Podcast Alert! 🎙️ A huge thank you to Suzy and Gio Llerena for joining us on our latest episode to discuss stewarding marriages as pro athletes. Gio Llerena, Vice President at Christian Family Life, has spent the last year at South Tampa Fellowship as the Associate Pastor and Married Life Pastor. Together with Suzy, they've been instrumental in fostering a marriage discipleship culture. Don't miss out! Listen to the full podcast at bluetrust.com/podcast ✨ #MarriageGoals #Podcast #ProAthletes