Christopher Carlson, CFP®, AEP®
Sr. Family Office Trust Advisor
Atlanta, GA
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Services Offered
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.
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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.
*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.