Greg Gilbert serves both the Private Wealth division and the Professional Athlete Division of Ronald Blue & Co. in Atlanta, Georgia. He is also a Certified Investment Management Analyst (CIMA®), a Principal of the firm and Managing Director for the Atlanta branch.
As a Managing Director for the Private Wealth division, Greg oversees the operations, growth and expansion of the Atlanta branch. In addition to his leadership role, he 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 combines his commitment to sound principles of financial management with the complex situations of high net worth clients in order to strive to meet their life goals.
As a Sr. Financial Advisor with the Professional Athlete Division, Greg assists athletes in building their wealth, giving generously and managing their financial resources wisely. The Professional Athlete Division 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, and philanthropic strategies. Ronald Blue & Co. 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 counsel to clients. Prior to joining the firm in 1999, 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, he 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 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.