Blue Trust
Kody Smith is a Financial Planning Associate at Blue Trust since November 2024, bringing extensive experience in financial services. Previous roles include Investment Operations Associate and Key Accounts Specialist at Eventide Asset Management, as well as Associate Financial Advisor at Ameriprise Financial Services, Inc. Kody's career began with positions such as Compliance Analyst at Liberty University and Financial Advisor at Merrill Lynch. Kody also held the role of Portfolio Management Intern at Yorktown Funds and served as President and Portfolio Manager at Student Asset Management. Kody's education includes a Bachelor of Science in Financial Planning from Liberty University, completed in 2016.
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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/