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Blue Trust - Greenville Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Blue Trust - Greenville is a financial services firm based in Greenville, South Carolina. It offers a broad set of advisory services, including financial, retirement, and estate planning, investment management, and cash flow and budgeting support, to help clients make informed decisions and sustain wealth over time. The firm blends a faith-informed perspective with financial expertise to provide objective guidance across the wealth spectrum, supporting charitable giving, personal trust and estate settlement, and family-office needs.

With a nationwide network of 17 offices, it serves a diverse clientele that includes individuals, families, business owners, professional athletes, and institutional clients. Rooted in the financial services industry, the firm emphasizes independent, comprehensive planning and guidance tailored to each client's goals rather than sales-driven offerings.

Find Blue Trust - Greenville employees' phone numbers or email addresses

Blue Trust - Greenville Global Highlights

Location
Employees

North America
65

Minus sign iconPlus sign icon
  • United States Of America
    65

Blue Trust - Greenville's Leadership

  • Stylized image of a person
    L. S.
    President
    Mobile Phone
  • Stylized image of a person
    C. C. G.
    Head Of Entertainment, Wealth Strategist - Sports And Entertainment Division
    Mobile Phone
  • Stylized image of a person
    N. H.
    Head Of Alternative Investments
    Mobile Phone
  • Stylized image of a person
    B. W.
    Sr. Private Wealth Advisor - Financial & Estate Planning, Investment & Trust Mgmt, Family Cfo
    Mobile Phone
  • Stylized image of a person
    D. R.
    Owner
    Mobile Phone
  • Stylized image of a person
    J. S.
    Owner
    Mobile Phone
  • Stylized image of a person
    M. F.
    Sr. Private Wealth Advisor, Partner
    Mobile Phone
  • Stylized image of a person
    S. C.
    Partner And Managing Director - Family Office
    Mobile Phone

Blue Trust - Greenville Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Blue Trust - Greenville

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. W.
    Sr. Private Wealth Advisor - Financial & Estate Planning, Investment & Trust Mgmt, Family Cfo
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. R.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. S.
    Owner
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    L. S.
    President
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. F.
    Sr. Private Wealth Advisor, Partner
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. C.
    Partner And Managing Director - Family Office
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    C. C. G.
    Head Of Entertainment, Wealth Strategist - Sports And Entertainment Division
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    N. H.
    Head Of Alternative Investments
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    D. G.
    Director Estate And Trust Planning And Estate Settlement
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    G. B.
    Managing Director - Nashville Branch
    Mobile Phone
    May 25, 2025

Frequently Asked Questions

What is Blue Trust - Greenville known for?

Minus sign iconPlus sign iconBlue Trust - Greenville was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-864-233-****
. Explore Blue Trust - Greenville's company overview page for more information.

What is Blue Trust - Greenville's most common email format?

Minus sign iconPlus sign iconBlue Trust - Greenville employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Trust - Greenville email formats with LeadIQ.

How many employees does Blue Trust - Greenville have currently?

Minus sign iconPlus sign iconBlue Trust - Greenville has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Blue Trust - Greenville's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Blue Trust - Greenville's key employees include:

  • President: L. S.
  • Head Of Entertainment, Wealth Strategist - Sports And Entertainment Division: C. C. G.
  • Head Of Alternative Investments: N. H.
  • Sr. Private Wealth Advisor - Financial & Estate Planning, Investment & Trust Mgmt, Family Cfo: B. W.
  • Owner: D. R.

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