Columbia Financial Advisors

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Columbia Office
146 E Main St., Lexington, SC 29072
Phone
719.310.7372

Wealth Management & Trust Services

The Columbia financial advisors at Blue Trust apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. They serve individuals, families, and businesses across the wealth spectrum and offer services that include: Located just off Main Street in downtown Lexington, the Columbia, SC office was established in 2025 to support Blue Trust’s expanding client base in the region. Leading the team is Senior Private Wealth Advisor and Partner Jared Simmons, who brings over a decade of experience to Blue Trust, having begun his tenure in the Atlanta office. Committed to excellence, the Columbia team is dedicated to providing individuals, families, and institutions with personalized service and tailored financial solutions to help them achieve their financial and stewardship goals.

Managing Director

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Greg S. Gilbert

Greg S. Gilbert

Managing Director, Sr. Partner

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Lead Financial Advisors

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Jared Simmons

Jared Simmons

Sr. Private Wealth Advisor, Partner

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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.
*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 12/31/24 and subject to change.
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