Morgan Chalk

Morgan Chalk, CFP®, CWS®

Senior Financial Advisor, Partner
Alpharetta, GA
morgan.chalk@bluetrust.com
(770) 308-2711
Follow on LinkedIn

Morgan Chalk is a senior financial advisor for the Sports and Entertainment Division and partner of Blue Trust.

As a senior financial advisor with the Sports and Entertainment Division, Morgan serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Blue Trust 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, trust services, and philanthropic strategies. Blue Trust 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 their local church and live in Roswell, Georgia with their four children.

 
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

What Trump’s Win Means for the Economy and Markets

Wisdom For Wealth. For Life.® Newsletter Fall 2024

What Trump’s Win Means for the Economy and Markets

Wisdom For Wealth. For Life.® Newsletter Fall 2024

“Wisdom for Wealth. For Life.” Episode 39: Seasons of Marriage & Money: Wisdom for Empty Nesters

Find an Advisor Near You

Find an Advisor

Recent Posts

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. Certified Financial Planner Board of Standards Inc. 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.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.