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Kerry A. Mallory

Kerry A. Mallory, CWS®

Sr. Private Wealth Advisor, Managing Director, Eastern U.S. Region
Atlanta, GA

Kerry Mallory is a senior private wealth advisor in Atlanta, GA and the managing director for the Eastern U.S. region of Ronald Blue Trust.

As managing director, Kerry is responsible for the client service, growth, and expansion of the company’s offices across the Eastern U.S. region. This includes providing leadership and oversight of offices in Atlanta, Georgia; Baltimore, Maryland; Charlotte, North Carolina; Greenville, South Carolina; Montgomery, Alabama; and Orlando, Florida.

In addition to his leadership role, Kerry serves as an experienced wealth advisor to individuals, families, and businesses. He uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy.  Kerry and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Ronald Blue Trust, Kerry worked with Regions Bank for 15 years. Most recently he was the senior vice president of private wealth management group serving as the manager for Georgia and South Carolina. Previously he worked with Bain & Company for two years as a management consultant in Sydney, Australia.

Kerry graduated cum laude from Birmingham-Southern College with his BS in business administration. He also earned a MBA from the Wharton School of Business at the University of Pennsylvania.

Active in his community, Kerry served 6 years as chairman of the board of directors at Providence Christian Academy. He is a member of the Marietta C12 CEO Peer Advisory Group, is a Business Leadership Group member at Fellowship of Companies for Christ International, and is the Planned Giving Partner for the Atlanta Mission. He also leads a men’s small group at his local church.   In the past, he has served on several boards including the River Region United Way, the Alabama Shakespeare Festival, the Montgomery Museum of Fine Arts, and the Montgomery Zoo. In addition, he has been an effective fundraiser and volunteer for the American Heart Association, the Arthritis Foundation, and the Fellowship of Christian Athletes.

He and his wife, Brook, have been married 26 years and live in Atlanta with their two children. In his free time, Kerry enjoys reading, hunting, and scuba diving.

 

"We've been working with Kerry and his wonderful team since 2016. They are professional, caring, and very responsive. At our regular meetings, after catching up like old friends, Kerry explains things thoroughly and makes recommendations regarding our positions. He is also available anytime for questions or recommendations that aren't specific to our investments and he sometimes reaches out just to touch base."

"Since 2016, we've faced some unexpected health challenges that greatly impacted our original plan. Knowing that Kerry and his team are there for us whenever we need them and pray for us regularly is one more thing that gives us confidence in the future and peace in the Lord's plan."

"Kerry and his team have been able to provide sound financial advice rooted in biblical principles as we moved into our retirement years."

"Kerry and his team have done a great job helping us to establish investment plans, organize estate planning, and develop giving plans that are consistent with our foundations in faith."

"Kerry and his team have done a great job educating us on financial plans that give us clarity and confidence as we transition into retirement."

"All discussions start with prayer and an overview of how the family is doing. Only then do we discuss finances. This sequencing of topics is consistent with Ronald Blue Trust and Kerry’s value system that make our relationship that much stronger."

"Kerry Mallory and his team have served us very capably for many years. They have become trusted advisors and friends whom we can call about many different subjects and questions."

"They quickly put our minds at ease as they helped us see how our assets would carry us into the future, how we could plan better for the future, and how different scenarios of spending and earning could affect our financial picture."

"Kerry is very good at explaining things so that we can understand them. Our money is growing, and we have confidence that our plan for the future is just what we need."

"Kerry also has helped guide us through updating our wills and making other planning decisions as they relate to our adult children and grandchildren. He and his team have helped us set up 529 plans for funding college for our grandchildren. They keep us on track and provide accountability."

"Kerry genuinely cares for us and our family. We trust him and thus feel great confidence that he is on our team as we face the years ahead. Our investments are growing at a steady rate and we have confidence in the future."

Resources from Kerry

  • Kerry Mallory, Managing Director, Eastern U.S. Region

  • Three Biblical Principles for Navigating the Next Crisis

  • A Reason to Hope