Blue Trust
Scott Garrett is a seasoned financial planning professional with a diverse background spanning over two decades. Currently serving as a Financial Planning Specialist and Resource Manager at Blue Trust since January 2023, Scott develops and communicates financial planning resources while providing technical support and client service. Prior to this role, Scott held positions at Homrich Berg as a Financial Planner and at the Association of International Certified Professional Accountants as Senior Manager in Personal Financial Planning, where responsibilities included exam administration and member support. Scott's earlier experience includes significant roles at Ronald Blue Trust, where expertise in various financial planning areas was honed, and several positions in financial analysis and accounting at organizations such as Covenant Medical Group and Dean Dorton. Educational qualifications include a Ph.D. in Financial Planning from Texas Tech University and master's and bachelor's degrees in Accounting from the University of Alabama at Birmingham and The University of Alabama, respectively.
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/