Blue Trust
Sean Mansell, CFA, CFP®, currently serves as the Director of Operations and Sr. Partner at Blue Trust since November 2011, where responsibilities include overseeing financial planning and advising clients on wealth management using both biblical wisdom and technical expertise. Previously, Sean held various roles at CenterPoint Wealth Management, LLC, and Evanston Advisors, with a focus on investment management, financial planning, and operations for high-net-worth individuals. Sean is a member of the High Net Worth Investment Committee, reflecting extensive experience in comprehensive financial, tax, estate, and investment planning. Sean holds a BS in Business Administration with a specialization in Computer Systems from Taylor 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/