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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
64

Minus sign iconPlus sign icon
  • United States Of America
    64

Blue Trust - Greenville's Leadership

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

Blue Trust - Greenville Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from Blue Trust - Greenville

Name
Title
Contact
Location
Last Update
  • Director Estate And Trust Planning And Estate Settlement at Blue Trust - Greenville
    D. G.
    Director Estate And Trust Planning And Estate Settlement
    Mobile Phone
    Oct 17, 2024
  • Manager at Blue Trust - Greenville
    S. R.
    Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Private Wealth Advisor at Blue Trust - Greenville
    C. K. C.
    Senior Private Wealth Advisor
    Mobile Phone
    Oct 21, 2024
  • Senior Wealth Advisor at Blue Trust - Greenville
    D. S.
    Senior Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • Senior Private Wealth Advisor at Blue Trust - Greenville
    D. H.
    Senior Private Wealth Advisor
    Mobile Phone
    Oct 16, 2024
  • Principal at Blue Trust - Greenville
    F. M.
    Principal
    Mobile Phone
    Oct 22, 2024
  • Sr Private Wealth Advisor at Blue Trust - Greenville
    L. B. C.
    Sr Private Wealth Advisor
    Mobile Phone
    Oct 18, 2024
  • Financial Advisor at Blue Trust - Greenville
    A. K. C. C.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024
  • Financial Planning Associate at Blue Trust - Greenville
    A. F.
    Financial Planning Associate
    Mobile Phone
    Oct 18, 2024
  • Behavioral Health Clinician-Prn at Blue Trust - Greenville
    A. J.
    Behavioral Health Clinician-Prn
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Blue Trust - Greenville known for?

Minus sign iconPlus sign iconBlue Trust - Greenville was founded in 1984 and operates in the Financial Services industry. You can contact Blue Trust - Greenville's 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 FLast@planfirst.com. 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 8 employees as of September 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 September 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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