Marshall Potter

Marshall Potter, CFP®, CWS®, CKA®

Sr. Financial Advisor, Partner
Alpharetta, GA
marshall.potter@bluetrust.com
(770) 280-6178
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Marshall Potter is a senior financial advisor, the manager of Institutional Planning Services for the Everyday Steward® division, and partner of Blue Trust and serves clients nationwide out of the office in Alpharetta, Georgia.

Marshall offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who are beyond the debt problem stage, but still seek objective advice based on biblical principles for their financial planning and investment needs. He is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.

As manager of Institutional Planning Services, Marshall is also responsible for developing and managing institutional client relationships with a number of faith-based organizations.

Prior to joining Blue Trust in 2000, Marshall worked as a product manager for GTE (dba Verizon).

Marshall graduated from Taylor University with a BS in business and environmental science. He completed his MBA and his master’s degree in finance at the University of Illinois and is a licensed CERTIFIED FINANCIAL PLANNERTM certificant, Certified Wealth Strategist® (CWS®), and Certified Kingdom Advisor® (CKA®).

Marshall and his wife, Janice, and their three sons attend their local church in Roswell, GA. They enjoy sports, music, photography, and local daytrip adventures as a family.

Testimonials

 
Slide Title

As far as Marshall and Blue Trust and their counsel and their advice, Marshall takes care of our financial planning. We have confidence in him. He does things that I don't like to do. But what he has done, and it's been a very consistent approach, he provokes our thought. He provokes us around the Kingdom work, around what can we do with our finances. He gives us confidence about our finances. Then he provokes us with, what do you do? How does the giving fit into your overall plan? And how can we be generous?

Robin H.Athens, GA

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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