After nearly 20 years building BlueChip Wealth Advisors, what Marcus still enjoys most is helping families turn a complicated financial picture of taxes, business interests, investments, and legacy goals into a clear plan they can feel confident about. Joining BIP Wealth lets Marcus and his team keep doing that work with even more resources behind our clients.
Marcus enjoys spending time outdoors, hiking, fishing and hunting with his family and friends. Most fall weekends he enjoys being in the woods, watching college football. Marcus and his wife, Leigh, attend Northside Church in Roswell, Georgia.
Marcus and Leigh have lived in Milton, Georgia for the past 24 years and enjoy family time with their grown children, Anna, William, James and Andrew.
Education
- Master of Business Administration (MBA), Portfolio Management – Mercer University
- Bachelor of Science – Valdosta State University
Prior Professional Experience
- Managing Partner, Wealth Advisor – BlueChip Wealth Advisors, 2020 – 2026
- Partner, Wealth Advisor – Ashworth & Sullivan Wealth Management Group, 2007 – 2020
- Vice President, Wealth Advisor – Morgan Keegan, Private Client Group, 2000 – 2007
- Financial Advisor – A.G. Edwards & Sons, Inc., 1998 – 2000
Associations and Affiliations
- Finance Committee Member & Chairman – Birmingham Methodist, Milton, GA, 2020 – 2022
- Member – Financial Planning Association, Current
- Volunteer Football Coach – Fellowship Christian School, 2015 – 2019
- National Board of Directors – Founding Member, FCA Outdoors, 2015 – 2016
- U.S. Marine Corps Reservist, 1994 – 1998
Licenses and Registrations
- CERTIFIED FINANCIAL PLANNER® (CFP®)
