Kim McClellan
Client Services Associate at Blue Trust
- Role
- Client Services Associate at Blue Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Client Services Associate
Jul 2022 — 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
Southern Methodist University
Certificate, Graphic Design
2017 — 2018
Texas A&M University
Bachelor of Science (B.S.), Recreation, Park, and Tourism Science
2010 — 2014
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.