JR
Joel Robinson
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Work Experience
Feb 2015 - Jan 2022 · 6 years and 11 months
Operations Manager
Mar 2019 - Jan 2022 · 2 years and 10 months
COO
Nov 2017 - Feb 2019 · 1 years and 3 months
Operations And Marketing Manager
Feb 2015 - Nov 2017 · 2 years and 9 months
Company Details
201-500 Employees
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
Year Founded
1984
Social Media
Linkedin
Industry
Financial Services
HQ Location
9 Halton Green Way Greenville, SC 29607, US
Keywords
Retirement PlanningInvestment Management and AnalysisFinancial and Tax PlanningWealth Transfer and Estate PlanningTrust PlanningInsurance Planningand Insurance Planning
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