ATL Global Advisors is pleased to announce the newest addition to our team! As an independent financial services firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients and help them on their journey towards a fulfilling retirement. We believe that our new team member will help carry out our mission and leave you with even more peace of mind that your finances are in good hands!
Morgan Marlin joins the ATL Global Advisors team as Director of Financial Planning. Morgan brings over six years of experience serving corporate executives and high net worth families. She prides herself in fulfilling her client’s needs 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.
Education and Experience
Morgan graduated from Georgia Southern University with a bachelor of science in International Trade, minoring in French. She is the founder of Painters for Non-Profits, member of the French Society and Golden Key Club.
Before joining ATL Global Advisors, she worked as a financial planner for Capstone Financial, where she built a successful financial planning practice working with federal employees. She also has a background in commercial and residential building projects, where she managed the collection accounts and sale of assets.
On A Personal Note
In her spare time, Morgan enjoys rock climbing, traveling, and reading.
At ATL Global Advisors, we take pride in developing long-lasting, meaningful client relationships. We offer customized services to help you attain the retirement of your dreams. We believe you will benefit from the passion and expertise Morgan brings to our team and we hope you get a chance to welcome her! If you want to experience the difference ATL Global Advisors can make in your finances, email me at firstname.lastname@example.org or call 770-800-2851.
Kevin Myers is a financial advisor and managing partner at ATL Global Advisors, an independent financial services firm serving transportation and logistics employees in the greater Atlanta area. With more than two decades of industry experience, he specializes in providing private wealth management services to business owners and their families, with the goal of helping them realize their financial dreams. Learn more by connecting with Kevin on LinkedIn.