Blue Trust
Kim McClellan is a dedicated professional with extensive experience in client services, operations management, and communication. Currently serving as a Client Services Associate at Blue Trust since July 2022, Kim provides comprehensive financial services guided by biblical principles. Prior experience includes managing operations and assisting founders at SheSpace, a collaborative workspace for women, and directing sponsorship communication at Family Legacy, which supports education and care for thousands of children. With a background in missions coordination and event management, Kim's roles have involved relationship building, marketing, and financial oversight. Kim holds a Bachelor of Science degree from Texas A&M University and a certificate in Graphic Design from Southern Methodist University.
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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/