Investment Advisor Representative, CRPS
Morgan Marlin joined 30A Wealth Management, bringing her knowledge 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. She enjoys working alongside clients with unique needs such as unusual vesting schedules of stock options and/or grants. She is also a Certified Retirement Plan Specialist (CRPS).
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 30A Wealth Management, 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.