Jeff Wernick
Managing Director, Business Consulting, Partner
Nashville, TN
Jeff Wernick is the managing director for the Business Consulting division and partner of Ronald Blue Trust.
As managing director, Jeff oversees the growth and expansion of the division. In addition to his leadership role, Jeff actively advises business owners with corporate strategy, capital formation, mergers and acquisitions, and succession planning. He finds great enjoyment assisting business owners with determining the purpose of their organization, enhancing its value, and preserving the legacy they have created.
Jeff joined Ronald Blue Trust in 2012, contributing over 15 years of experience in the investment and merchant banking fields. He previously served as a founder and managing director of Trion Capital Partners, a boutique corporate finance advisory firm serving growth oriented businesses in need of merger and acquisition or capital structuring advice.
Jeff began his career with Equitable Securities Corporation (later sold to SunTrust) in the investment banking group, specializing primarily in equity and merger and acquisition related transactions. In 2000, he joined Rodgers Capital Group, a prominent southeast family office, and supported RCG’s merchant banking and principal investment activities.
Jeff earned his BBA in finance from the University of Georgia. His community engagement includes co-founding Nashville RBI (Reviving Baseball in Inner Cities), a non-profit organization that uses baseball and softball to inspire inner-city youth to recognize their potential and realize their dreams.
Jeff and his wife, Katrina, have three children and live in Brentwood, Tennessee.
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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.