Blake Mankin

About Blake Mankin

Blake Mankin is a financial planner for the Private Wealth division of Blue Trust and serves clients out of the office in Houston, Texas.As a CERTIFIED FINANCIAL PLANNERTM certificant, Blake analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored to the client’s needs.Blake joined Blue Trust in his current role as a financial planner in 2021. Most recently, he served as a business development manager for WebTPA. Blake assisted some of the largest companies in the country to help them provide high-quality healthcare to their employees while managing costs. Previously, he worked for HOPE International as a regional development representative. Blake’s responsibilities included increasing, strengthening, and diversifying funding sources in the Houston region to meet annual fundraising goals and fulfilling the organizations’ mission to invest in the world’s underserved communities with Christ-centered financial services.Blake earned his BS, BA, and Certificate of Business Foundations from the University of Texas. He is also a Certified Kingdom Advisor® (CKA®).Active in his local church and community, Blake is a member of the advisory board for Every Village. He and his wife, Meagan, live in Houston, Texas with their three children.

Experience

1. Private Wealth Advisor

   Blue Trust

   Jan 2025 — Present · Houston, TX, US

   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 a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. 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

Education

• The University of Texas at Austin

  BS, BA, Certificate, Communication Studies, Rhetoric and Writing, Business Foundations

  2008 — 2011

Skills

• Fundraising
• Advocacy
• Community Engagement
• Social Media Marketing
• Copywriting
• Marketing Communications
• Student Engagement
• Copy Editing
• Promotional Copy
• Strategic Communications
• Nonprofits
• Social Networking
• Volunteer Management
• Blogging
• Public Speaking
• Leadership
• Social Media
• Marketing
• Strategy
• Strategic Partnerships
• Microsoft Office
• Management
• Real Estate
• Crm
• Customer Relationship Management (Crm)