Marcus W. Welborn
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1997
Areas of focus:
- Business planning
- Educational Planning
- Estate Planning/Wills
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Tax Planning
Further information about Marcus W. Welborn:
Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations.
I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we're tracking progress against your plan and making adjustments if necessary.
* Chicago Diabetes Project
* Atlanta Habitat for Humanity
* Awards & Recognition
* TOP ADVISOR AWARD (2008) - In Recognition for 97% Client Satisfaction FIVE STAR Wealth Manager
Compensation and Fee Structures:
Fee Only & Commision
Licenses, Certifications & Affiliations:
* CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
* ChFC® Chartered Financial Consultant
* CLU® Chartered Life Underwriter
* BFA - Business Financial Advisor
I am licensed and registered to conduct business in GA.
Based on licenses and registrations I hold, I may also conduct business in TX, MS, SC, CA, NJ, KY, PA, SD, MD, OH, VA, FL, AL, NY, NC.
B.S.B.A. degree in Finance and a minor in Economics from the University of North Carolina at Charlotte
Will provide references upon request?
Further information about Ameriprise Financial:
(Size of firm: 0-9 advisors)
John Tappan founded Ameriprise Financial in 1894 with a singular vision, to help ordinary Americans achieve their financial dreams and feel confident about their futures. Throughout our long history, we have remained steadfast to this vision of putting our clients' needs first, always.
The strength of this commitment is matched only by our strength as a company. Through downturns, recessions, booms, the Great Depression and the recent Great Recession, we have honored every financial obligation to our clients and have never taken a bailout.
Over the years, we've helped millions of people invest billions of dollars for what's important to them. Today, we are America's largest financial planning company and a leading global financial institution, with more than $650 billion in assets under management and administration.
Every day - true to Tappan's vision -- our 10,000 financial advisors work with our clients one-to-one, to help put their dreams and goals more within reach.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues
Contact Information for Marcus W. Welborn
Phone: (404) 591-2450 x201
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Fax: (404) 591-2460
Address for Marcus W. Welborn:
825 Juniper St NE
Atlanta, GA, 30308
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