Greg Gilbert is the Managing Director for the Eastern U.S. region of Ronald Blue Trust and also serves as an advisor in the company’s Professional Athlete Division.
As Managing Director, Greg is responsible for the client service, growth, and expansion of the company’s office in Atlanta, Georgia and across the Eastern U.S. region. This includes providing leadership and oversight of offices in Baltimore, Maryland; Charlotte, North Carolina; Greenville, South Carolina; Montgomery, Alabama; and Orlando, Florida. In addition to his leadership role, Greg works with clients to develop strategic financial plans and implement sound investment strategies to bring together the necessary expertise to provide clarity and confidence to their financial decisions. Greg seeks to add wisdom to and consider the long-term implications of his clients’ financial decisions.
As a Sr. Financial Advisor with the Professional Athlete Division, Greg serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.
Greg has over 20 years of experience in the area of investment management and financial advisement to clients and is a Certified Investment Management Analyst® (CIMA®) and a Certified Wealth Strategist® (CWS®). Prior to joining the company, Greg worked with clients developing custom estate and investment strategies. He also assisted portfolio managers, where he gained first-hand exposure into the money management industry.
Active in his community, Greg is a member of the Investment Management Consultants Association (IMCA®). Greg is also on the Board of Directors for Plywood People, a company with a vision to make Atlanta a center for social innovation, and he serves as Chairman of the Board for Fellowship of Christian Athletes at the University of Georgia. Greg and his wife, Lisa, currently live in Atlanta, Georgia with their three children.