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J. Marc Albertson, CFP
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Founding Partner & Director of Client Services

A CERTIFIED FINANCIAL PLANNER™ practitioner, Marc has been in the wealth management and trust administration business since 1973, including his eight years spent as 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.  He is a former president of the Macon Estate Planning Council. He serves on the board of trustees of the Community Foundation of Central Georgia, and he is currently a member of the Macon Estate Planning Council, the Atlanta Estate Planning Council, and the Society of Financial Service Professionals.

He has served on the boards of the Georgia Justice Project, Medcen Community Health Foundation, the Boys & Girls Club of Central Georgia and Covenant Care Services.  Originally from Dalton, Georgia, Marc and his wife Darlene have three children.

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