Greg S. Gilbert

Greg S. Gilbert, CIMA®, CWS®

Managing Director, Sr. Partner
Atlanta, GA
A Message from Greg
greg.gilbert@bluetrust.com
404.434.2396
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Greg Gilbert serves both the Private Wealth division and the Professional Athlete Division of Blue Trust in Atlanta, Georgia and is a senior partner of the company.

As managing director, Greg oversees the day-to-day operations, growth, and expansion of the office in Atlanta, Georgia. In addition to his leadership role, Greg works with individuals, families, and businesses, using his objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help clients focus on the things that matter most to them. Greg and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

As a senior financial advisor with the Professional Athlete Division, Greg serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.

Greg has over 20 years of experience in the area of investment management and financial advisement to clients and is a Certified Investment Management Analyst® (CIMA®) and a Certified Wealth Strategist® (CWS®). Prior to joining the company, Greg worked with clients developing custom estate and investment strategies. He also assisted portfolio managers, where he gained first-hand exposure into the money management industry.

Active in his community, Greg is a member of the Investment Management Consultants Association (IMCA®). Greg is also on the board of directors for Plywood People, a company with a vision to make Atlanta a center for social innovation, and he serves as chairman of the board for Fellowship of Christian Athletes at the University of Georgia.

Greg and his wife, Lisa, currently live in Atlanta, Georgia with their three children.

Testimonials

 
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Greg has faithfully served our family through the years, operating as our family’s financial quarterback. We place deep trust in Greg and his team and, as such, he has been able to work with other members on our financial team to accomplish projects on our behalf. He and his team bring us biblical counsel from an objective perspective. Greg has helped us determine our “Finish Line” for our financial independence, and he coordinates short-term action items so that we make consistent progress on our goals. He is especially passionate about encouraging our generosity, maximizing opportunities to be more effective with taxes, and giving us peace of mind when we make large gifts and donations. Greg and his team serve with excellence, are always prompt and responsive, and genuinely care about our family.

Mark & Katharyn RichtAthens, GA

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Greg genuinely cares about helping our family and has shown his commitment to keeping us on a healthy financial road. His high standards have been reflected in his work and the work of his team over decades. Greg is proactive, responsive, and helps us make consistent financial progress. We have experienced his being a source of wisdom, life counsel and biblical perspective for us throughout many seasons of life. Greg and the team at Blue Trust have managed our investment portfolio with the ability to navigate financial markets. Nancy and I know that Greg and his team are here for us (and our children and grandchildren!) when we need them. We are confident to face the years ahead with Greg at our side coaching us along the way.

Price & Nancy HardingBonita Springs, FL

Resources from Greg

  • Family Money | Keys to Your Family Finances as a Business Owner

  • Love or Work Podcast: Good Money.

  • Leadership and Legacy with Mark Richt

  • Passing on Your Legacy

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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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