Chris Lim
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Chris Lim Email & Phone Number

Private Wealth Advisor at Blue Trust at Blue Trust
Location: Brentwood, Tennessee, United States 3 work roles 3 schools
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Current company
Blue Trust
Role
Private Wealth Advisor at Blue Trust
Location
Brentwood, Tennessee, United States

Who is Chris Lim? Overview

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Chris Lim is listed as Private Wealth Advisor at Blue Trust at Blue Trust, based in Brentwood, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Chris Lim.

Chris Lim previously worked as Private Wealth Advisor at Blue Trust and Financial Planner at Ronald Blue Trust. Chris Lim holds Bachelor Of Arts; Bachelor Of Arts, Economics/Business; History from Westmont College.

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Blue Trust

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Profile bio

About Chris Lim

Chris is a Private Wealth Advisor in the Nashville branch of Blue Trust.Chris graduated from Westmont College in Santa Barbara, CA with a dual degree in Economics/Business and History. He is also a CERTIFIED FINANCIAL PLANNER® (CFP).Chris and his wife Wendy live in Nolensville, TN with their sons, Jacob and Caleb.

Current workplace

Chris Lim's current company

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Blue Trust
Blue Trust
Private Wealth Advisor at Blue Trust
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3 roles

Chris Lim work experience

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Private Wealth Advisor

Current
Blue Trust

Nashville, Tn

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

Jan 2019 - Present

Financial Planner

Ronald Blue Trust

Orange County, California Area

Sep 2015 - Dec 2018
3 education records

Chris Lim education

Bachelor Of Arts; Bachelor Of Arts, Economics/Business; History

Westmont College

Education record

San Ramon Valley High

Education record

Dorris-Eaton
FAQ

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What company does Chris Lim work for?

Chris Lim works for Blue Trust.

What is Chris Lim's role at Blue Trust?

Chris Lim is listed as Private Wealth Advisor at Blue Trust at Blue Trust.

Where is Chris Lim based?

Chris Lim is based in Brentwood, Tennessee, United States while working with Blue Trust.

What companies has Chris Lim worked for?

Chris Lim has worked for Blue Trust, Ronald Blue Trust, and Mercer Advisors.

How can I contact Chris Lim?

You can use AeroLeads to view verified contact signals for Chris Lim at Blue Trust, including work email, phone, and LinkedIn data when available.

What schools did Chris Lim attend?

Chris Lim holds Bachelor Of Arts; Bachelor Of Arts, Economics/Business; History from Westmont College.

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