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Jared Simmons

Jared Simmons, CFP®, CWS®

Senior Private Wealth Advisor
Atlanta, GA

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Jared Simmons is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients from his office near Columbia, South Carolina.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Jared uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Jared and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Jared joined Ronald Blue Trust as a financial planner in 2013. In 2017, he transitioned to his current role as a private wealth advisor. Prior to joining the company, he worked for Wells Fargo Advisors.

Jared earned his BBA from Indiana Wesleyan University and is a Certified Wealth Strategist® (CWS®). After college, he completed an intensive leadership program provided by Focus on the Family covering topics related to worldview, apologetics, business ethics, leadership, and marriage and the family.

Active in the community, Jared serves on the board of directors for the ministry eMite. He teaches a Financial Peace class at his local church. Jared’s father was a Christian school headmaster for 20+ years which inspired Jared’s passion for Christian education and serving educators, school boards, etc.

Jared and his wife, Mary Claire, live in Lexington near Columbia, SC with their four children. In his spare time, Jared enjoys reading, mountain biking, and boating.

"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."

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