Ronald Blue & Co.

Financial Services - Alpharetta, GA, US

Ronald Blue & Co. Employees
Sally Cobb

Sr. Client Service Assistant

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Benjamin Hann

Financial Planning Intern

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Mathew Lee

Investment Operations Analyst - Trading

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Linda Olvera

Financial Planning Associate

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Jonathan Lowery

Financial Planner - Professional Athlete Division

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Scott Calhoun

Managing Director - Family Office

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Jacob Yates

Financial Planning Associate

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Ronald Blue & Co. Senior Management
Scott Calhoun

Managing Director - Family Office

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Aaron Klopfenstein

Managing Director, Central U.S.

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Brett Whitley

Sr. Private Wealth Advisor - Financial & Estate Planning, Investment & Trust Mgmt, Family CFO

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Ronald Blue & Co. Details

Ronald 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 over $13.5 billion of assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to over 9,000 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 4/01/22 and subject to change.--Trust and investment management accounts and services offered by Ronald 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.

Ronald Blue & Co. logo, Ronald Blue & Co. contact details
Website: ronblue.com
Employees: 500 - 999
HQ: 770-280-6000
Location: Alpharetta, GA, US
Revenue: 50 - 100 Million
Financial retirement and estate planning Investment management and solutions Charitable giving strategies Personal trust and estate settlement services Bill paying services Family office services Business consulting services Institutional client services Investment management Cash flow and budget planning Professional Athlete services Retirement plan consulting Bill paying Family Office Institutional services Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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