Director of Financial Planning
Morgan Marlin an Investment Adviser Representative of ATL Global Advisors joined in a strategic partnership with Philanthropy Financial on January 1st, 2019, bringing her experience about corporate executives and high net worth families as Director of Financial Planning. Morgan prides herself in fulfilling her clients’ need for comprehensive financial planning, including cash flow planning, debt reduction, risk management, retirement, investment, and estate planning, however, enjoys working with clients with unique needs such as unusual vesting schedules of stock options and/or grants.
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 experience working on commercial and residential building projects, where she managed the collection accounts and sale of assets.
In her spare time, Morgan enjoys rock climbing, traveling, and reading.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.