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Marcus Ashworth

Partners & Associates

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Marcus Ashworth, CFP® AIF® | Managing Partner

Marcus earned a Bachelors of Science degree from Valdosta State University and is a graduate of the Financial Planning College at Oglethorpe University in Atlanta, Georgia. Marcus began his career in 1997 at a boutique firm headquartered on Wall Street that specialized in tax free investments. Early on he learned the important roles that preservation of capital and dividends meant to clients in ensuring a secure financial future. He was selected to join the training class of A.G. Edwards & Sons, Inc., 1997 and in 1998 was awarded the distinguished Albert Gallatin Award which goes to the top performing student in their class. From 2000-2007 he served as a Financial Advisor and Vice President in the private client group of Morgan Keegan & Co. Marcus created, developed & monitored portfolios and income strategies for retirees, families and business owners. In 2004 he was awarded the CERTIFIED FINANCIAL PLANNERTM designation by the Certified Financial Planner Board of Standards. In 2011 Marcus earned the the designation of ACCREDITED INVESTMENT FIDUCIARY™ (AIF®).

Ashworth Sullivan Wealth Management Group, LLC was founded with long time business partner and Financial Consultant, Casey Sullivan in 2007. Marcus has been regionally & nationally recognized in financial planning & investment periodicals. Marcus has been the recipient of multiple financial planning & registered representative awards including but not limited to 2008, 2010-2014 ‘Consumers’ Research Council of America’s, America’s Top Financial Planners, Atlanta Magazine, Top Wealth Managers in Atlanta 2013-2014, ATLANTA BUSINESS CHRONICLE “Atlanta’s Top Wealth Managers” 2013-2014. In 2011 he earned the designation of ACCREDITED INVESTMENT FIDUCIARYTM. Marcus currently holds securities licenses 24, 7, 6, and 63. Marcus is happily married to Leigh Cato Ashworth and together they have four wonderful children, Anna, William, James & Andrew. Marcus and Leigh reside in Milton, GA. They are active members of Birmingham United Methodist Church, where Marcus currently serves as the Finance Chariman. Marcus is a member of the Financial Planning Association and has served on the National Board of Directors for the Fellowship of Christian Athletes Outdoors Chapter and is an outdoorsman enthusiast himself.

Check Marcus’s background on FINRA’s Broker Check