Colleen Jowers is a senior trust advisor serving in the Personal Trust division of Blue Trust.

Colleen has more than 17 years of financial services experience. As a senior trust advisor, Colleen uses her extensive knowledge of estate planning governing documents and account agreements to serve a complex book of personal trust accounts for clients and beneficiaries. She administers personal trust and estate accounts, ensuring legal compliance, reviewing estate planning documents, executing conservator/guardian duties as per court directives, managing risk, and overseeing tax return preparation.

Before joining the company, Colleen was the senior vice president and relationship manager for 12 years at Synovus Trust Company, N.A., where she managed trust administration. Prior to that, she was at Synovus Securities for five years as a sales assistant to several financial advisors. Colleen earned a BA in sociology from Auburn University, where she was a member of the Alpha Kappa Delta honors fraternity. She graduated with her master’s in consumer sciences and a concentration in family financial planning and counseling from the University of Alabama.

Active in the community, Colleen attends her local church and is a Chattahoochee Valley Estate Planning Council board member.

Colleen and her husband, Jason, live in Columbus, Georgia.

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.
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