Lesley Orr, CFP®
Private Wealth Advisor
Atlanta, GA
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Services Offered
Lesley Orr is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Atlanta, Georgia.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Lesley analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.
Lesley joined Ronald Blue Trust as an investment assistant in 2001. In 2021, she transitioned from a senior financial planner to her current role as a private wealth advisor.
Lesley earned her BS in business administration from Bryan College where she graduated with honors.
Active in the community, Lesley is a member of her local church. She resides in the Atlanta area with her husband and son. In her spare time, Lesley enjoys pursuing interests such as baking, cooking, and traveling.
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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.