Blue Trust
Joni Jones White currently serves as a Philanthropic Trust Administrator at Blue Trust, a position held since August 2023, where the firm focuses on providing clients with guidance rooted in biblical wisdom and financial expertise to help them manage their wealth and create a lasting legacy. Previous experience includes roles as a Financial Advisor at Edward Jones from May 2011 to December 2012, a Registered Sales Assistant at Wells Fargo Advisors from February 2006 to May 2011, and an Equity Research Assistant at William Blair from June 2000 to February 2006. Joni holds a Bachelor's degree in Political Science and Government from Miami University, earned in May 1996.
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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/