Scott Calhoun

Scott Calhoun, CFP®, CPA/PFS, CIMA®, CWS®

Managing Director, Sr. Partner
Alpharetta, GA
scott.calhoun@bluetrust.com
(770) 280-6000
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Scott Calhoun is managing director for the Family Office division and senior partner of Blue Trust.

As managing director, Scott oversees the growth and expansion of the Family Office division. In addition to his leadership role, Scott has over 25 years experience helping families intentionally design a multi-generational plan for transferring the social, spiritual, and financial capital necessary for the family to thrive. His biblical worldview and uncommon approach in the areas of financial, estate, trust, and investment planning emphasize a principle driven wealth transition that properly prepares and equips each generation.

Prior to joining Blue Trust in 2013, Scott worked as the executive vice president of Glenmore Advisors LLC, regional director of Convergent Wealth Advisors, and with Synovus Family Asset Management as a director of the financial strategies unit. He has spoken frequently for the Family Office Exchange (FOX), Southeastern Family Office Forum (SEFOF) and other associations on several different topics including opportunities and challenges in the fixed income markets and cutting-edge developments in the family office arena. Scott is also a former United States Marine.

Scott graduated from the University of Georgia with a master’s degree in accountancy (Tax) and a BBA in accounting. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNERTM professional, a Personal Financial Specialist (PFS), a Certified Investment Management Analyst (CIMA®), and a Certified Wealth Strategist® (CWS®).

Active in his community, Scott is a member of the administrative council for Mt. Bethel United Methodist Church and previously served on the University of Georgia, Terry College of Business Alumni Board. He is a member of the Atlanta Estate Planning Council and is also an advisor for the Children’s Healthcare of Atlanta (CHOA) Legacy.

Scott and his wife, Tiffany, have two children and live in Marietta, Georgia.

 
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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 from Scott

  • Foundational Focus on Family with Scott Calhoun and Faith Driven Investor

  • Faith Driven Investor: The Role of a Family Office with Ronald Blue Trust

  • What is a Family Office? with Scott Calhoun, Skip Perkins, and Faith Driven Investor

  • Always Faithful

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