Kerry A. Mallory

Kerry A. Mallory

National Managing Director, Sr. Private Wealth Advisor, Sr. Partner
Atlanta, GA
kerry.mallory@bluetrust.com
(770) 308-2700
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Kerry Mallory is the national managing director and senior partner of Blue Trust and a senior private wealth advisor in Atlanta, GA.

As national managing director, Kerry leads the private wealth and everyday steward divisions of the company. He is responsible for driving excellent client service and growth throughout the firm’s sixteen offices across the U.S.

In addition to his leadership role, Kerry serves as an experienced financial advisor to individuals, families, and businesses. He uses his objective perspective to help clients make wise financial decisions, experience clarity and peace with their finances, and leave a lasting legacy. Kerry and his team provide financial planning, investment management, and trust services tailored to his clients’ needs.

Prior to joining Blue Trust, Kerry worked with Regions Bank for 15 years where he most recently was the senior vice president of the private wealth management group for Georgia and South Carolina. Previously, he worked with Bain & Company as a management consultant in Sydney, Australia.

Kerry graduated cum laude from Birmingham-Southern College with his BS in business administration. He also earned his MBA from the Wharton School of Business at the University of Pennsylvania.

Active in his community, Kerry served five years as chairman of the board of directors at Providence Christian Academy. He is a member of the Marietta C12 CEO Peer Advisory Group, is a Business Leadership Group member at Fellowship of Companies for Christ International, and is the Planned Giving Partner for the Atlanta Mission. He also leads a men’s small group at his local church. In the past, he has served on several boards including the River Region United Way, the Alabama Shakespeare Festival, the Montgomery Museum of Fine Arts, and the Montgomery Zoo. In addition, he has been an effective fundraiser and volunteer for the American Heart Association, the Arthritis Foundation, and the Fellowship of Christian Athletes.

He and his wife, Brook, have been married 27 years and live in Atlanta with their two children. In his free time, Kerry enjoys reading, CrossFit, hunting, and scuba diving.

Testimonials

 
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Matthew & Linda Keogler

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Kim and Chris Patton

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Our advisor and his team have served us very capably for many years. They have become trusted advisors and friends whom we can call about many different subjects and questions.

Cathy R.Dalton, GA

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Our advisor and his team have done a great job helping us to establish investment plans, organize estate planning, and develop giving plans that are consistent with our foundations in faith.

Jeff & Sherry M.Gainesville, GA

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They quickly put our minds at ease as they helped us see how our assets would carry us into the future, how we could plan better for the future, and how different scenarios of spending and earning could affect our financial picture.

Cathy R.Dalton, GA

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Our advisor and his team have been able to provide sound financial advice rooted in biblical principles as we moved into our retirement years.

Jeff & Sherry M.Gainesville, GA

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Kerry is very good at explaining things so that we can understand them. Our money is growing, and we have confidence that our plan for the future is just what we need.

Cathy R.Dalton, GA

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Since 2016, we've faced some unexpected health challenges that greatly impacted our original plan. Knowing that our advisor and his team are there for us whenever we need them and pray for us regularly is one more thing that gives us confidence in the future and peace in the Lord's plan.

Bill & Amber B.Atlanta, GA

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We've been working with Kerry and his wonderful team since 2016. They are professional, caring, and very responsive. At our regular meetings, after catching up like old friends, Kerry explains things thoroughly and makes recommendations regarding our positions. He is also available anytime for questions or recommendations that aren't specific to our investments and he sometimes reaches out just to touch base.

Bill & Amber B.Atlanta, GA

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"Kerry also has helped guide us through updating our wills and making other planning decisions as they relate to our adult children and grandchildren. He and his team have helped us set up 529 plans for funding college for our grandchildren. They keep us on track and provide accountability."

Cathy R.Dalton, GA

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Kerry and his team have done a great job educating us on financial plans that give us clarity and confidence as we transition into retirement.

Jeff & Sherry M.Gainesville, GA

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Our advisor genuinely cares for us and our family. We trust him and thus feel great confidence that he is on our team as we face the years ahead. Our investments are growing at a steady rate and we have confidence in the future.

Cathy R.Dalton, GA

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All discussions start with prayer and an overview of how the family is doing. Only then do we discuss finances. This sequencing of topics is consistent with Blue Trust’s value system that make our relationship that much stronger.

Jeff & Sherry M.Gainesville, GA

Resources from Kerry

  • “Wisdom for Wealth. For Life.” Episode 33: Building a Legacy of Giving

  • Three Biblical Principles for Navigating the Next Crisis

  • A Reason to Hope

  • “Wisdom for Wealth. For Life.” Episode 3: Early Retirement in the Midst of Tragedy

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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. CFP Board 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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