Chris Lim

Chris Lim Email and Phone Number

Private Wealth Advisor at Blue Trust @ Blue Trust
Chris Lim's Location
Brentwood, Tennessee, United States, United States
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.

Chris Lim's Current Company Details
Blue Trust

Blue Trust

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Private Wealth Advisor at Blue Trust
Chris Lim Work Experience Details
  • Blue Trust
    Private Wealth Advisor
    Blue Trust Jan 2019 - Present
    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
    View
  • Ronald Blue Trust
    Financial Planner
    Ronald Blue Trust Sep 2015 - Dec 2018
    Orange County, California Area
    View
  • Mercer Advisors
    Financial Associate
    Mercer Advisors Aug 2012 - Aug 2015
    Santa Barbara
    View

Chris Lim Education Details

Frequently Asked Questions about Chris Lim

What company does Chris Lim work for?

Chris Lim works for Blue Trust

What is Chris Lim's role at the current company?

Chris Lim's current role is Private Wealth Advisor at Blue Trust.

What schools did Chris Lim attend?

Chris Lim attended Westmont College, San Ramon Valley High, Dorris-Eaton.

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