– Kerry Mallory
National Managing Director & Sr. Private Wealth Advisor, Blue Trust
Atlanta, GA
Culture: Participate in our covenantal culture where advisors desire to help clients make wise financial decisions based on biblical wisdom, emphasizing posterity and generosity.
Financial Planning Focus: Believe in the foundation of financial planning and be able to integrate it into counsel.
Investment Objectives: Offer goals-based investing and tie investment strategies to a client’s long-term planning objectives.
Continued Engagement: Desire to deepen skills and extend knowledge of our firm’s history and distinctives.
Growth Focused: Track record of growth and a growth-minded mindset.
Fee Based: If not already fee-only, commit to move to that model, reinforcing objectivity in client advisement.
Our experienced team offers the following centralized support and operational efficiencies.
Our team services department and local managing directors will guide you and your clients through a thoughtful transition and onboarding process with competence and efficiency.
A mutual evaluation period to determine if you and Blue Trust are a good cultural and strategic fit.
Meet the local Blue Trust team in your area and determine if your career goals and personal values align with our firm. Identify critical success factors, potential challenges, and possible solutions. Timeframe and complexity vary depending on the details of your transition.
Implement a comprehensive transition plan for team members and clients to Blue Trust. Execute complete transition including client communication, consent, and repapering processes.
You continue serving clients and growing your business. We’ll begin supporting you with back-office functionality, training, and growth opportunities.
Our firm was founded on biblical principles of financial management. Comprehensive financial planning is a cornerstone of our business, and we have extensive resources and a proven fee-only structure for our services.
