Blue Trust
Erik Daniels serves as the Executive Vice President at Ronald Blue Trust, a position held since 2011, where the firm offers financial services guided by biblical principles. Previously, Erik held significant roles at Ronald Blue & Co., including Managing Director of the Private Client Group and Regional Director. Erik's early career included a position as a Senior Accountant at Blue & Co., LLC. Academically, Erik holds a BS in Accounting from Indiana University - Kelley School of Business, an MTX in Income and Estate Taxes from Georgia State University, and an MS in Estate Planning and Investments from the College for Financial Planning.
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/