Trey Turner, CFP®, CWS®
Sr. Financial Planner
Atlanta, GA
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Services Offered
Trey Turner is a senior financial planner 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, Trey analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He 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.
Trey joined Ronald Blue Trust in his current role as a financial planner in 2018. He earned his BS in financial planning and his MBA from Liberty University where he graduated cum laude.
Trey and his wife, Maddie, live in Alpharetta, Georgia with their daughter. They are active members of their local church.
Resources
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.
*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.