Sarah Hall

Sarah Hall

Project Manager
Alpharetta, GA
sarah.hall@bluetrust.com
(770) 280-6043

Sarah Hall is the project manager for the Institutional Division of Blue Trust.

Sarah collaborates closely with the director of wealth solutions to support strategy creation and execution. She is a subject matter expert for all client support processes for the Institutional Division (e.g., applications, withdrawals, transfers, etc.), and she also coordinates the scheduling of team appointments and meetings.

Sarah previously served as a client service associate in the Institutional Division. Before joining Blue Trust, she was a wealth management client associate with Merrill Lynch, where she onboarded new clients and provided a high level of service to existing clients through money movement and various other various needs.

Sarah earned her MBA and BA in international business from North Greenville University.

Sarah and her husband, Corey, have three children and enjoy spending time outside together. She is a member at Lebanon Baptist Church and enjoys investing in others.

 
123

We first called Blue Trust to determine how soon I could retire. Our 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.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our 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.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by 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.
**All financials are as of 12/31/23 and subject to change.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.