Marshall Potter, CFP®, CWS®, CKA®
Sr. Financial Advisor, Partner
Atlanta, GA
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Services Offered
Marshall Potter is a senior financial advisor, the manager of Institutional Planning Services for the Everyday Steward® division, and partner of Ronald Blue Trust and serves clients nationwide out of the office in Atlanta, Georgia.
Marshall offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who are beyond the debt problem stage, but still seek objective advice based on biblical principles for their financial planning and investment needs. He is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.
As manager of Institutional Planning Services, Marshall is also responsible for developing and managing institutional client relationships with a number of faith-based organizations.
Prior to joining Ronald Blue Trust in 2000, Marshall worked as a product manager for GTE (dba Verizon).
Marshall graduated from Taylor University with a BS in business and environmental science. He completed his MBA and his master’s degree in finance at the University of Illinois and is a licensed CERTIFIED FINANCIAL PLANNERTM certificant, Certified Wealth Strategist® (CWS®), and Certified Kingdom Advisor® (CKA®).
Marshall and his wife, Janice, and their three sons attend their local church in Roswell, GA. They enjoy sports, music, photography, and local daytrip adventures as a family.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.