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 47 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.

Organization Website

bluetrust.com

Social Links

linkedIn

Phone Number

800.841.0362

Industries

Headquarters Location

1125 Sanctuary Parkway, Alpharetta, GA, 30009 US

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

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 4 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:
3% have been with the company for less than 1 year6% for 1–2 years7% for 3–4 years11% for 5–7 years26% for 8–10 years47% have over 11 years of service at Blue Trust
Ex-employees positions
In Company
In New Company
Contact top employees from Blue Trust
Mary Helen Klingen
Private Wealth Advisor
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Carrie Leigh Fader
Administrative Assistant
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Carolyn LaBella
Financial Planning Operations Analyst
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Veronica Batson
Training Specialist
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Amanda Phillips
Private Wealth Advisor
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Kim McClellan
Client Services Associate
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Scott Goldsmith
Sr. Financial Advisor, Sr. Partner
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Tyler Murphy
Human Resources Administrator
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Sarah Hall
Project Manager
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Nathan Lackey
Senior Financial Planner
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Kate Ugo
Investment Operations Specialist
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Carson Griffin
Investment Operations Specialist
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Jennie Hoppenjan
Private Wealth Advisor
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Mike Evans
Financial Advisor
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Philipp Basara
Financial Planner
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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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Trever Thuston
Financial Planner
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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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FAQ

Blue Trust operates in the Finance industries. More details can be found on the official website: bluetrust.com.
The headquarters of Blue Trust are located in Alpharetta, United States.
The current CEO of Blue Trust is Nick Stonestreet
You can contact Blue Trust by phone at 800.841.0362.
Blue Trust currently employs 200-500 people.
Blue Trust's revenue is approximately 43.2M.
Well-known competitors of Blue Trust include WealthHub Solutions, Inc, CI Brightworth Private Wealth and Tax Samaritan.

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