Atlanta Financial Advisors

Home » Atlanta, GA
Atlanta Office
1600 RiverEdge Parkway
Suite 310
Atlanta, GA 30328
Phone
770.308.2700
Fax
770.308.2701

We have additional advisors serving in the Atlanta area out of our Everyday Steward®, Professional Athlete, and Family Office division location:

1125 Sanctuary Parkway
Suite 500
Alpharetta, GA 30009
Phone
800.987.2987
Fax
770.456.5095

Wealth Management & Trust Services

The Atlanta financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include:
  • Wealth Management (financial, retirement, and estate planning)
  • Investment management
  • Cash flow and budget planning
  • Charitable giving strategies
  • Personal trust and estate settlement services
  • Family Office
  • Sports & Entertainment services
  • Business consulting services
  • Institutional services
  • Retirement plan consulting
With a staff of over 35 professionals, the Atlanta office continues to increase their impact by building personal relationships with clients through investment advice and consulting to business owners, corporate executives, physicians, athletes, coaches, and retirees. Atlanta financial advisors are also committed to serving with excellence the unique needs of women. As one of Blue Trust’s largest offices, the office serves over 1,000 clients with combined investment assets under advisement in excess of $1.3 billion.* Since 2014, Greg Gilbert has led the Atlanta office. Greg joined Blue Trust in 1999 and has over 26 years of experience in the wealth management industry. The office was established in 1994 by Executive Vice President, Erik Daniels, to provide personal financial service and expertise to local clients. *As of 12/31/21 and subject to change.

Meet our Atlanta Financial Advisors

  • See Bio

    Andrew Allen

    Andrew Allen, CFP®, CWS®, CKA®

    Atlanta, GA

  • See Bio

    Peter Balch

    Peter Balch, CFP®, CPA, CWS®

    Atlanta, GA

  • See Bio

    Hayden Boone

    Hayden Boone, CFP®, CRPC®, APMA, AWMA®, MPAS

    Atlanta, GA

  • See Bio

    Morgan Chalk

    Morgan Chalk, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Ken Cottingham

    Ken Cottingham, CFP®, CPA, CWS®, CKA®

    Atlanta, GA

  • See Bio

    Reed Crosson

    Reed Crosson, CFP®

    Atlanta, GA

  • See Bio

    Saxon Dasher

    Saxon Dasher, CFP®, CPA/PFS

    Atlanta, GA

  • See Bio

    Greg S. Gilbert

    Greg S. Gilbert, CIMA®, CWS®

    Atlanta, GA

  • See Bio

    Sarah Hall

    Sarah Hall

    Atlanta, GA

  • See Bio

    Lisa J. Hopcroft

    Lisa J. Hopcroft, CFP®

    Atlanta, GA

  • See Bio

    Evan Longstreth

    Evan Longstreth, MBA, CKA®

    Atlanta, GA

  • See Bio

    Jonathan Lowery

    Jonathan Lowery, CFP®

    Atlanta, GA

  • See Bio

    Kerry A. Mallory

    Kerry A. Mallory, CWS®

    Atlanta, GA

  • See Bio

    David Mann

    David Mann, CFP®

    Atlanta, GA

  • See Bio

    Scott Martin

    Scott Martin, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Suzanne Miller

    Suzanne Miller, CFP®, CWS®

    Atlanta, GA

  • See Bio

    Lesley Orr

    Lesley Orr, CFP®

    Atlanta, GA

  • See Bio

    Jared Simmons

    Jared Simmons, CFP®, CWS®, CKA®

    Atlanta, GA

  • See Bio

    Michael Spencer

    Michael Spencer, CFP®

    Atlanta, GA

  • See Bio

    Trey Turner

    Trey Turner, CFP®, CWS®

    Atlanta, GA