Roger Gum
Managing Director, Sr. Private Wealth Advisor at Ronald Blue Trust
- Role
- Sr Private Wealth Advisor at Blue Trust
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Roger Gum
Roger Gum is the Managing Director of the Charlotte, NC office and a Sr. Private Wealth…
Experience
Sr Private Wealth Advisor
May 1994 — Present · Charlotte, NC
Ronald Blue Trust advisors apply biblical wisdom to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With over $13.5 billion of assets under advisement and a nationwide network of 16 offices, we offer comprehensive financial services and objective advice to over clients across the wealth spectrum in all 50 states.* Our services include: • Financial, retirement, and estate planning• Investment management• Charitable giving strategies• Personal trust and estate settlement• Business consulting services• Family office• Professional athlete services• Institutional services• Retirement plan consulting*As of 4/1/22 and subject to change
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