Blue Trust
Blue Trust

Blue Trust Information

Contact top employees from Blue Trust

Summary

Blue Trust is a private company that has been in the industry for 46 years. The company currently specializes in the Financial Services, Investment Banking & Brokerage, Diversified Financial Services areas. The position of the Chairman & CEO is occupied by Nick Stonestreet. Its headquarters is located at Alpharetta, Georgia, USA. The number of employees ranges from 250 to 500. The annual revenue of Blue Trust varies between 25M and 100M. To connect with Blue Trust employee register on SignalHire.

Industries

Financial Services

Headquarters Location

Employees Size

200-500 employees

Specialties

Financial, retirement, and estate planning, Charitable giving strategies, Personal trust and estate settlement services, Business consulting services, Investment management, Cash flow and budget planning, Professional Athlete services, Retirement plan consulting, Family Office, Institutional services

SIC Code

6411, 6199

DMA Code

Atlanta Metropolitan Area

Founded

1979

Estimated Annual Revenue

$25M - 100M

Operating Status

Subsidiary

Contact Blue Trust

Organization Website

Social Links

linkedIn

Phone Number

800.841.0362

Competitors

Founded
Type
Employees
Revenue
Funding
2015Privately
Held
25 - 100 < 1M $8.1M
1997Partnership 25 - 100 4M $0
2013- 25 - 100 7.3M $0

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Blue Trust shows a diverse range of experience levels:
1% have been with the company for less than 1 year17% for 1–2 years12% for 3–4 years11% for 5–7 years17% for 8–10 years41% have over 11 years of service at Blue Trust
Ex-employees positions
In Company
In New Company
Contact top employees from Blue Trust
Jessica Lippert
Operations Supervisor
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Julie Walker
Senior Financial Planner
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Pete Kantor
Chief Operating Officer
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Trevor Reece
Financial Planner
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Tim Bowman
Sr. Private Wealth Advisor
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Vanessa Kaplan
Senior Financial Planner
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Claiborne Haw
Family Advisor
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Jamine Deegan
Investment Operations Specialist
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Trever Thuston
Financial Planner
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Karen Pinson
Manager, CSA Practice Area
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Elissa Nyberg
Client Services Associate
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John Pickart
Senior Investment Strategist
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Lisa Gregory
Accounting Assistant/Senior CSA
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Dave Hensley
Senior Financial Planner - Sport & Entertainment
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Sandy Morgan
Director of Marketing and Sr. Equity Partner
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Nelson Bonner
Private Wealth Advisor at Blue Trust
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Layne Hoekema
Senior Private Wealth Advisor, Senior Partner
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Sean Mansell
Director of Operations, Sr. Partner
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Jonathan Howe
Senior Developer
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Sherry Teat
Senior Private Wealth Advisor
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Don Christensen
Executive Vice President- Professional Athlete Division
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Mike Bleck
Sr. Estate Planning Advisor
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Matthew Yung
Operations Analyst
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Kerry Mallory
National Managing Director
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Keith Kreb
Senior Partner & Managing Director
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Rob Wells
Financial Advisor - Everyday Steward
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Scott Calhoun
Partner/Managing Director - Family Office
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Shawn Jacques
Sr. Private Wealth Advisor
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James
Trust Portfolio Manager
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Dan Grover
Sr. Private Wealth Advisor, Sr. Partner at Blue Trust
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