Blue Trust
Kerry A. Mallory has extensive experience in the financial industry, having worked in various positions ranging from Business Banking Relationship Manager to National Managing Director. With an MBA in Finance and Strategic Management from The Wharton School, Kerry has demonstrated success in leading teams, driving growth, and providing exceptional client service. Through roles at companies like Blue Trust, Regions Bank, and AmSouth Bank, Kerry has consistently excelled in managing high net worth client relationships and implementing strategies for financial success.
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/