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Morgan Chalk

Morgan Chalk, CFP®, CWS®

Financial Advisor
Atlanta, GA

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Professional Athlete
  • Business Consulting
  • Ministry Services

Morgan Chalk is a financial advisor for the Professional Athlete Division of Ronald Blue Trust.

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.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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