Carol Jackovich

Carol Jackovich, CFP®, CKA®

Sr. Financial Advisor, Partner
Alpharetta, GA
A Message from Carol
carol.jackovich@bluetrust.com
(770) 280-6000
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Carol Jackovich is a senior financial advisor for the Everyday Steward® division and partner of Blue Trust and serves clients nationwide out of the office in Alpharetta, Georgia.

Carol offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who are beyond the debt problem stage, but still seek objective advice based on biblical principles for their financial planning and investment needs. She is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.

Prior to joining Blue Trust in 1998, Carol worked for 10 years with Texas Instruments in the areas of engineering, sales, and marketing.

Carol earned a BS in electrical engineering from Auburn University and an MBA from the University of Dallas. Carol is also a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Kingdom Advisor® (CKA®).

Carol is an active member of her local church and enjoys speaking and teaching on stewardship as well as serving in the children’s ministry with her two daughters. She and her daughters also volunteer regularly with the Lighthouse Family Retreat (an organization that serves children with cancer and their families) as well as various organizations through their membership in the National Charity League.

Carol and her daughters live in the Atlanta area.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources from Carol

  • Carol Jackovich and Russ Crosson on Biblical Financial Planning

  • Divorced, Widowed, Single or Married: Financial Planning for Women

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Trust and investment management accounts and services offered by 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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