Broker Check

Our History

1997

Marcus Ashworth begins his career with Wall Street headquartered bond firm in Atlanta, GA

2000

Marcus joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keenan

2004

Casey Joins the Private Client Group as Vice President for Regional Brokerage Firm Morgan Keegan

2004

Marcus and Casey form a partnership within the Private Client Group

2007

Ashworth Sullivan Wealth Management Group, LLC opens as an independent practice

2011-2018

Firm awarded:


  • ‘Atlanta’s Top Wealth Managers’ by Atlanta Business Chronicle
  • ‘Guide to America’s Top Financial Planners’ by Consumers Research Council of America
  • ‘Top Wealth Managers in Atlanta’ by Atlanta Magazine
  • ‘America's Top Financial Planners’ by Consumers Research Council of America
  • ‘Top Wealth Managers of Atlanta’ by Atlanta Magazine
  • ‘1st Runner Up for Best Financial Planner North Atlanta’ by Appen Newspapers

2020

Ashworth Sullivan Wealth Management Group changes name to Ashworth Sullivan Wealth Advisors

2021

Ashworth Sullivan Wealth Advisors changes name to BlueChip Wealth Advisors

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