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
Finance & AccountingView LinkedIn profile

About Roger Gum

Roger Gum is the Managing Director of the Charlotte, NC office and a Sr. Private Wealth…

Experience

  1. Sr Private Wealth Advisor

    Blue Trust

    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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Roger Gum — Sr Private Wealth Advisor at Blue Trust in Charlotte, NC, US | Unifers