Phoenix, AZ

 Phoenix Office

350 W. Washington St.
Suite 200
Tempe, AZ 85288

 Phone

480.820.2660

 Fax

480.775.8625

Wealth Management & Trust Services

The Phoenix 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:

The Phoenix office opened in 1992 and has a deep history of serving clients in Arizona and its adjoining states. Managing Director, Beverly DeStefano, and the Phoenix team have grown the office through the efforts of the advisor teams and office support personnel. The Phoenix financial advisors have in-depth experience working with business owners, generational wealth clients, highly compensated employees, and professionals. They are very involved with ministry groups, churches, and other non-profits throughout the Southwest, helping them accomplish their organizational goals and objectives. Executive Vice President, Don Christensen, opened and managed the office until 2001 when he transitioned leadership to Mike Searcy. Mike developed and expanded the branch during his 23 years in leadership, assisting in helping clients achieve their financial goals.