Christopher Carlson, CFP®, AEP®
Chief Fiduciary Officer
Atlanta, GA
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Chris Carlson is the chief fiduciary officer for Ronald Blue Trust.
With over 28 years of experience in financial planning and trust services, Chris leads the Fiduciary Services team by providing direction, guidance, and support to ensure high-quality fiduciary services and performance. He oversees all fiduciary activities, policies, and procedures, ensuring compliance with all relevant laws, regulations, and ethical standards.
Before his current role, Chris served as a senior family trust advisor in the company’s Family Office division. Chris previously worked as a regional relationship manager for Synovus Trust Company, N.A. Before Synovus, he served at SunTrust Bank as vice president & trust officer and was responsible for relationship management and business development.
Chris graduated from the University of Georgia with a BS degree in economics and a master’s degree in agricultural economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Estate Planner® (AEP®).
Active in the community, Chris is a member of the North Georgia Estate Planning Council and serves on the board for Micah’s Promise, Inc., an organization devoted to DMST awareness, prevention, and recovery. Chris is also active in his local church.
Chris and his wife, Amy, live in Columbus, Georgia, and have one daughter and two sons.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.