Morgan Chalk / Ronald Blue & Co.
Private Wealth Advisor
Morgan Chalk serves both the Professional Athlete Division and the Private Wealth division of Ronald Blue & Co. in Atlanta, Georgia and is a CERTIFIED FINANCIAL PLANNERTM certificant. Morgan is a registered Player Financial Advisor with the NFL Players Association.
As a Private Wealth Advisor for the Private Wealth division, Morgan integrates financial planning, investment management, and estate and philanthropic planning into a custom-tailored financial plan that helps clients accomplish their dreams and financial goals. He is responsible for bringing together the expertise necessary to effectively meet his clients’ needs and for building long-term client relationships based on integrity, confidence and trust.
As a Financial Advisor with the Professional Athlete Division, Morgan works with athletes as they build their wealth and assists them in giving generously and managing their financial resources wisely. The Professional Athlete Division of Ronald Blue & Co. 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, and philanthropic strategies. Ronald Blue & Co. 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 Roswell Community Church and live in Roswell, Georgia with their two children.