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