Mary Helen Halling
Private Wealth Advisor at Blue Trust
- Role
- Private Wealth Advisor at Blue Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Private Wealth Advisor
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
Master in Professional Accounting
2015 — 2016
Mississippi College
Bachelor of Science - BS, Accounting
2011 — 2015
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