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Lesley Orr is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Atlanta, Georgia.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Lesley analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. She evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.
Lesley joined Blue Trust as an investment assistant in 2001. In 2021, she transitioned from a senior financial planner to her current role as a private wealth advisor.
Lesley earned her BS in business administration from Bryan College where she graduated with honors.
Active in the community, Lesley is a member of her local church. She resides in the Atlanta area with her husband and son. In her spare time, Lesley enjoys pursuing interests such as baking, cooking, and traveling.