Marcus Ashworth, CFP®, MBA
Managing Partner | Co- Founder
Marcus is a co-founder and managing partner at BlueChip Wealth Advisors and has over 23 years of portfolio management and financial planning experience. Marcus takes pride in educating and advising people on how to create, build, preserve and ultimately share their wealth. When he helps a client reach a goal in their financial lives, regardless of how big or small, it brings him great satisfaction to know that he has used his knowledge and skillset to benefit others.
Within his role, Marcus is responsible for researching financial trends in the U.S. economy and various markets, along with building and presenting customized financial solutions. His career began at a boutique municipal bond broker, where he learned the importance of dividends. He went on to work at A.G. Edwards, where he built his clientele based on knowledge, expertise and a reputation for offering high-quality fixed-income products. After several successful years at A.G. Edwards, Marcus was offered the opportunity to become the senior vice president of the Private Client Group with Morgan Keegan. In 2007, Marcus co-founded Ashworth Sullivan Wealth Management Group with Casey Sullivan and has since largely built the business from referrals based on a reputation of ethics, trustworthiness, knowledge and competency.
Marcus' professional designations include his CERTIFIED FINANCIAL PLANNING™️(CFP®) designation from Oglethorpe University in Atlanta in 2004. He also earned the Accredited Investment Fiduciary in 2011 (AIF®). Marcus graduated with a BS degree from Valdosta State University, and also went on to earn an MBA with an emphasis in portfolio management from Mercer University, in Atlanta. He has successfully passed the following industry examinations: Series 6, 7, 63, SIE and 24 and is also a member of the Financial Planning Association.
When Marcus isn't focused on managing clients portfolios and financial plans he enjoys mountain biking with his sons, hiking & camping with family and friends, as well as farming & hunting on the family's land in Middle Georgia. He is happily married to his college sweetheart, Leigh, and together enjoy the challenges of raising their four active, wonderful teenage children, Anna, William, James an Andrew. Marcus has been a volunteer 5th & 6th grade football coach for 4 years at the kids school, served as Finance Committee Chairman at the family's church, Birmingham United Methodist Church in Milton, and served as a National Board of Director for the FCA-Outdoors chapter.