Marc Albertson
J. Marc Albertson, CFP® Principal and Director of Client Services. Has over
29 years of experience in trust and wealth management.
From 1995 to 2003 was Senior Vice President and Manager
of Private Client Services for SunTrust Bank, Middle Georgia.
Marc has extensive training and experience in wealth transfer
issues. He is a graduate of the Southern Trust School
in Birmingham, Alabama and the National Graduate Trust
School in Chicago, Illinois.
Marc is a Certified Financial Planner and holds Series
7 and Series 63 securities licenses. He is a former President
of the Macon Estate Planning Council. He is currently
a member of the National Committee on Planned Giving and
the Society of Financial Service Professionals. He has
served on the Boards of the Medcen Community Health Foundation,
the Boys & Girls Club of Central Georgia and Covenant
Care Services. Marc is originally from Dalton, Georgia.
He is married to Darlene and has three children.