Appointments spotlight ‘commitment to next-generation leadership development’ and ‘dedication to mission’
ATLANTA – Ronald Blue Trust has promoted three of its leading advisors to managing director roles, to ensure continued excellence as it helps clients make financial decisions in keeping with their faith and values.
Effective Jan. 1, 2018, the appointments at offices in Nashville, Tenn.; Orlando, Fla.; and Seattle were announced by Brian Shepler, president and executive vice president of client services.
“The success we have been able to achieve with and for our clients is rooted in having an experienced team that is deeply familiar with and committed to our values and principles,” said Shepler. “These transitions in leadership are a reflection of our commitment to the development of next-generation leadership, with a focus on a long-term perspective and a dedication to the company’s mission.”
Gary Bell will become managing director in Nashville, taking over from Bruce Williams who established the office there in 1994 and will continue in a senior advisor role. Prior to joining Ronald Blue Trust, where he serves both the private wealth and professional athlete divisions, Bell was a tax specialist for KPMG Peat Marwick LLP.
Zack Fulmer takes over the managing director’s position in Orlando, from Jim Wise, who will continue as a senior advisor. A senior advisor in the private wealth and professional athlete divisions, Fulmer previously worked in public accounting for Deloitte & Touche, LLP. As a member of the management committee, he was part of Ronald Blue Trust’s recent company transition.
Chris Scotchler assumes the managing director role in Seattle from Joe Helms, who will continue as a senior advisor. A senior advisor in the private wealth division, Scotchler previously worked for Schwab Capital Markets, where he specialized in institutional research sales.
One of two divisions of Thrivent Trust Company—along with Thrivent Trust—Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles. The division serves individuals and families with complex financial needs across generations, helping them enjoy a healthier relationship with money and be inspired to live more generously.
# # #
Ronald Blue Trust
Ronald Blue Trust (www.ronblue.com) is a division of Thrivent Trust Company, which is a wholly owned subsidiary of Thrivent Financial (www.thrivent.com). Ronald Blue Trust serves individuals and families across generations with complex financial needs and helps them to enjoy a healthier relationship with money and be inspired to live more generously. Thrivent Trust provides trust and estate settlement services, as well as investment management solutions through Thrivent Financial representatives who serve individuals across the United States.
Trust and investment management accounts and services offered by Ronald Blue Trust, a division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.
Trust and investment management accounts and services are offered by Thrivent Trust Company, a wholly owned subsidiary of Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI, and an affiliate of Thrivent Investment Management, Inc. Neither Thrivent Investment Management, a FINRA member, nor its associated person(s) is offering any product hereby. Certain Thrivent Investment Management associated persons refer prospective clients to Thrivent Trust Company.
(Photo: Gary Bell, Zack Fulmer, Chris Scotchler)