Blue Trust
Jacob Yates is a Financial Planning Associate at Ronald Blue Trust since April 2022, with a background in client management and retail. Prior experience includes serving as a Client Relationship Manager at Ashford Advisors from June 2021 to February 2022 and as a Store Manager at Crazy Daves Fireworks, where responsibilities included managing store operations during peak seasons. Jacob also worked as a Tennis Instructor at TENNIS FOR LIFE LTD, teaching students of various ages and skill levels. Jacob holds a Finance degree from the University of Georgia - Terry College of Business, obtained in 2021.
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Blue Trust
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Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $16.5 billion of assets under advisement and a nationwide network of 19 offices, we offer comprehensive financial services and objective advice to more than 10,000 clients across the wealth spectrum in all 50 states. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services • Family Office • Professional Athlete services • Institutional services • Retirement plan consulting * As of 6/30/23 and subject to change. -- Trust and investment management accounts and services offered by Ronald 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. View our social media guidelines & legal info: https://www.ronblue.com/privacy-regulatory/