Morgan Marlin,

Financial Advisor

Morgan Marlin joined Global Wealth, bringing her expertise in corporate executives and high net worth families.  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 Painter’s for Non-Profits, member of the French society and Golden Key Club. 

Before joining Global Wealth, she worked in insolvency for a boutique firm, working with small businesses facing bankruptcy. 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, travelling, and reading

 

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THE REST OF OUR TEAM

Our talented team is multicultural and multilingual, to help meet the needs of our global clientele.  We encourage you to learn more about us here, and we look forward to meeting you in person.

Pablo Fernandez
Principal

 

Christa Albright
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Travis Payne
Partner, Business Development

Crystal Groover
Financial Advisor

Dane Cooper
Financial Advisor

Laura J.Rodriguez

Ivan M. Illan
Partner, Investment Management