Marcus Ashworth
Managing Partner, Senior Portfolio Manager at Bluechip Wealth Advisors at Bluechip Wealth Advisors
Based in Alpharetta, United States
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Seniority
Manager
Department
Other
Location
Alpharetta
Industry
Financial Services
Company size
6
Contact information
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m•••••••@bcwealthadvisors.com
Phone
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Background
About Marcus Ashworth
MBA, Mercer University, May 2020, BS Valdosta State University 1997, Oglethorpe University 2004 CERTIFIED FINANCIAL PLANNER™, 2005 23+ years Professional Investment Experience, Member Financial Planning Association, 2007 Outstanding Service Client Award LPL Financial,'America's Top Financial Planners' 2008 Consumers Research Council of America, 2011 Earned the Accredited Investment Fiduciary designation (AIF®), 2012 "Top Financial Planners" Research Council of America, Voted 2018 Best of North Atlanta Financial Planning Firms, Runner Up. Specialties: Retirement & Estate Planning. Asset Management for Individuals and Business Owners Advisory services offered through BlueChip Wealth Advisors (“BCWA”), a Registered Investment Advisor.
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