Joel Robinson is a managing director for the Private Wealth division and senior partner of Blue Trust.

As managing director, Joel oversees the day-to-day operations, growth, and expansion of the office in Greenville, South Carolina.

Prior to stepping into the managing director role, Joel was the operations manager of the Greenville office, providing leadership, direction, and accountability to ensure the successful ongoing internal operations of the office. His responsibilities included organizational and administrative management and coordination with the national office in regard to finance, personnel, policies, compliance, investment operations, IT, and administrative procedures. Prior to joining Blue Trust, Joel was chief operating officer and a member of the leadership team at PlanFIRST℠.

Joel graduated from Bob Jones University where he earned his BS in marketing management.

As an active member of the community, Joel serves as chairman of the community advisory council at the Prisma Health Patewood campus, on the board of Grace Harbor Ministries, and on the board of the Greenville Shakespeare Company. He is a member of his local church where he is a community group leader.

Joel and his wife, Kerri, have two children and live in Greer, SC.

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

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

From Tithes to 1099s: Tax Terms to Know

Wisdom For Wealth. For Life.® Newsletter Winter 2025

The Price of Protectionism

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