Blue Financial

Evan Calott is a financial advisor at Blue Financial with eight years of industry experience. He holds a Series 65 designation and has worked at Blue Wealth Inc., J.W. Cole Advisors, Inc., and Global Financial Private Capital, LLC. In addition to his advisory role, he is the owner and a licensed agent of Blue Financial, Inc., focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm emphasizes long-term investment strategies based on fundamental and technical analysis and integrates comprehensive planning elements such as cash flow, tax, retirement, and estate considerations.

Ronald Powell is a CFP® and Series 65 licensed advisor with 10 years of industry experience. He currently works at Blue Wealth Inc. and Blue Financial, Inc., where he has been involved since 2014. Powell is also the owner and a licensed insurance agent at Blue Financial, Inc., focusing on insurance planning. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis and incorporates comprehensive planning including cash flow, tax, retirement, and estate considerations.

Briggs Bouchillon is a CFP®-certified financial advisor at Blue Financial with three years of industry experience. Prior to joining Blue Wealth, Inc. in 2025, he worked at The Vanguard Group, Inc. from 2022 to 2025. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates, emphasizing long-term investment strategies guided by fundamental and technical analysis. The firm also incorporates comprehensive planning elements such as cash flow, tax, retirement, and estate considerations.

Evan Mc Coy is a financial advisor at Blue Financial with a Series 66 designation and one year of industry experience. Prior to joining Blue Financial, he held various roles including positions at Trinity Wealth Securities and Florida Financial Advisors. He also worked at the Dubois Center at UNC Charlotte Center City for two years. Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates, focusing on long-term strategies informed by fundamental and technical analysis. The firm emphasizes comprehensive planning and does not use margin, short sales, derivatives, leverage, or options in its investment programs.

Nathan Carey is a financial advisor at Blue Financial with one year of industry experience. He holds a Series 65 license and previously worked at Equitable Advisors. Outside of his advisory role, he is also a licensed insurance agent involved in insurance planning activities. Blue Wealth Inc., where Nathan serves on a seven-person team, provides discretionary asset management and financial planning to individuals, small businesses, trusts, and estates. The firm’s investment approach focuses on long-term strategies without the use of margin, short sales, derivatives, leverage, or options, and it offers client educational seminars and workshops.