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Christopher Carlson

Christopher Carlson, CFP®, AEP®

Sr. Family Office Trust Advisor
Atlanta, GA

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Services Offered

  • Family Office
  • Financial Planning
  • Investment Management
  • Trust Services
  • Business Consulting
  • Ministry Services

Chris Carlson is a senior family office trust advisor serving in the Family Office division of Ronald Blue Trust.

Chris has over 26 years experience helping families intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for the family to thrive. His biblical worldview and uncommon approach in the areas of financial, estate, trust, and investment planning emphasize a principle driven wealth transition that properly prepares and equips each generation.

Prior to joining the company, Chris worked for Synovus Trust Company, N.A. as a regional relationship manager. Before Synovus, he served 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 as treasurer for Micah’s Promise, Inc., an organization devoted to DMST awareness, prevention, and recovery. Chris is also a board member of the Rotary Club of Columbus and is active in his local church.

Chris and his wife, Amy, live in Columbus, Georgia and have one daughter and two sons.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

The client's experience may not be representative of the experience of other clients and is not indicative of future performance or success.

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