Morgan Chalk serves both the Private Wealth division and the Professional Athlete Division of Ronald Blue Trust in Atlanta, Georgia.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor in the Private Wealth division to individuals, families, and businesses, Morgan uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Morgan and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
As a Financial Advisor with the Professional Athlete Division, Morgan serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.
Morgan earned his BBA in Finance from the University of Georgia.
Morgan and his wife, Libby, are active members of their local church and live in Roswell, Georgia with their four children.