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Partners & Associates
Casey Sullivan, CFP® | Managing Partner
Casey has over 20 years of personal investment experience and portfolio analysis. Casey started his career in the financial service industry in 2004 with Morgan Keegan & Co. Casey’s intelligence and financial acumen were recognized early on when he achieved the highest score ever on the series seven examinations for registered representatives in the Atlanta branch. Casey was awarded the firms highest honors within his training class, and in 2007 was featured on the cover of the Morgan Keegan magazine, The Culture, as “one of the bright, new talented advisors for 2007”. Casey’s intellect and thirst for knowledge was evident in the way he carefully analyzed, constructed and monitored the portfolios while serving in the private client group. It was there that he partnered with Marcus Ashworth, and collectively they managed over ninety three million dollars in client assets. Casey has been the recipient of several client service and performance awards.
In 2007 he co-founded Ashworth Sullivan Wealth Management Group, LLC, A registered investment advisor with the state of Georgia. Casey serves as Chief Compliance Officer for the firm and holds securities licenses 24, 7, 63, and 65. In addition, Casey is a licensed insurance agent for life, disability, long term care, and variable products in Georgia, Ohio, and Texas. He also co-chairs the Investment Committee for Ashworth Sullivan Wealth Management Group, LLC and is responsible for analysis of current holdings, development of financial & estate plans, and rebalancing of the portfolios that are managed within the firm. In 2011 he earned the ACCREDITED INVESTMENT FIDUCIARYTM designation. Casey graduated with a Bachelors of Business Administration from Texas A&M University in 1985. Casey is happily married to wife Suzanne Sullivan. The Sullivan’s are the dedicated parents to Liam, and Christian and all live in the east Cobb county area north of Atlanta. Casey is actively involved in the Boy Scouts of America, with his two sons and enjoys camping and astronomy.