Morgan Marlin
CRPS®, WMCP®
Member, NextGen Advisory Task Force
Morgan Marlin, CRPS®, WMCP® joined ATL Global Advisors in 2017, bringing her expertise to corporate executives and high-net-worth families. She prides herself on fulfilling her clients’ need for comprehensive financial planning, including cash flow planning, debt reduction, risk management, retirement, investment, and estate planning. She also enjoys working with clients with unique needs such as unusual vesting schedules of stock options and/or grants.
Before joining ATL Global, Marlin worked as a financial planner for Capstone Financial, where she built a successful financial planning practice working with federal employees and UPSers. She is a Chartered Retirement Plan Specialist® (CRPS®) and a Wealth Management Certified Professional® (WMCP®). She focuses on her firm’s strategic growth in helping clients build wealth based on their long-term goals and objectives.
Marlin graduated from Georgia Southern University with a bachelor of science in international trade and minoring in French. She was a founder of Painters for Non-Profits and a member of the French Society and Golden Key Club. In her spare time, she enjoys rock climbing, ultra-marathon trail running, and cycling. Her favorite news outlet is The Economist.
Morgan Marlin, CRPS®, WMCP® joined ATL Global Advisors in 2017, bringing her expertise to corporate executives and high-net-worth families. She prides herself on fulfilling her clients’ need for comprehensive financial planning, including cash flow planning, debt reduction, risk management, retirement, investment, and estate planning. She also enjoys working with clients with unique needs such as unusual vesting schedules of stock options and/or grants.
Before joining ATL Global, Marlin worked as a financial planner for Capstone Financial, where she built a successful financial planning practice working with federal employees and UPSers. She is a Chartered Retirement Plan Specialist® (CRPS®) and a Wealth Management Certified Professional® (WMCP®). She focuses on her firm’s strategic growth in helping clients build wealth based on their long-term goals and objectives.
Marlin graduated from Georgia Southern University with a bachelor of science in international trade and minoring in French. She was a founder of Painters for Non-Profits and a member of the French Society and Golden Key Club. In her spare time, she enjoys rock climbing, ultra-marathon trail running, and cycling. Her favorite news outlet is The Economist.