Rob Wells

Rob Wells, CFP®, CKA®, CWS®

Financial Advisor
Holland, MI
rob.wells@bluetrust.com
(616) 392-3108
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Rob is a financial advisor for Blue Trust’s Everyday Steward® division and serves clients nationwide out of the office in Holland, Michigan.

As a CERTIFIED FINANCIAL PLANNERTM certificant and financial advisor, Rob offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who seek objective advice based on biblical principles. He 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 experience financial peace of mind.

Prior to joining the company, Rob served several years as a financial advisor for Signator Investors, Inc., as well as AXA/Equitable Advisors, where he assisted clients in a variety of areas including life insurance, annuity, and investment sales.

Rob graduated from Evangel University with a BBA focusing in biblical studies and management. While in college, Rob played on the defensive line for the Evangel University Football Team and earned the honor of Outstanding Management Major in 2002.

As an active member of the community, Rob attends his local church and serves as a deacon, is part of the men’s ministry leadership, and teaches a financial stewardship class. He is also a member of the Wyoming-Kentwood Area Chamber of Commerce and Kingdom Advisors.

Outside of the office, Rob enjoys riding his motorcycle and spending time with his wife, Diane, and their four children.

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

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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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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