Advisors at this firm
John C
Series 66
Milton, GA
BlueChip Wealth Advisors LLC
John Cronin is a financial advisor at BlueChip Wealth Advisors LLC in Milton, GA, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Raymond James & Associates, Merrill Lynch, and J.P. Morgan Securities LLC. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to individuals, businesses, pension plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships through a six-advisor team, offering customized portfolios with a range of investment options and structured planning services.
Jessica V
Series 63, Series 65
Milton, GA
BlueChip Wealth Advisors LLC
Jessica Vickery is a financial advisor at BlueChip Wealth Advisors LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Arkadios Capital and Triad Advisors in addition to her current firm. Outside of advising, she operates a bookkeeping business. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, businesses, pension plans, foundations, estates, and government entities. The firm manages approximately $637 million through a six-advisor team, offering customized investment solutions and structured planning services.
Beau D
CFP®, Series 63
Milton, GA
BlueChip Wealth Advisors LLC
Beau Davis is a CFP® professional with 27 years of industry experience. He is currently with BlueChip Wealth Advisors LLC, where he has worked since 2021. His prior experience includes roles at Purshe Kaplan Sterling Investments and Compass Wealth Management LLC. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, businesses, pension and profit-sharing plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships and employs a team-based approach to customize portfolios according to client objectives and risk profiles.
Marcus A
CFP®, Series 63
Milton, GA
BlueChip Wealth Advisors LLC
Marcus Ashworth is a CFP® with 28 years of industry experience and has been with BlueChip Wealth Advisors LLC since 2009. Prior to that, he was affiliated with Triad Advisors for 12 years. Outside of his advisory role, he owns and operates Georgia Pine Plantations, a timber farm and hunting preserve in central Georgia, where he also serves as a hunting guide. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to individuals, businesses, pension plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships through a six-advisor team, customizing portfolios to client objectives using a range of investment vehicles and structured planning services.
David S
CFP®, Series 63, Series 65
Milton, GA
BlueChip Wealth Advisors LLC
David Smith is a CFP®-certified financial advisor with 24 years of industry experience. He is currently a senior partner at BlueChip Wealth Advisors LLC and previously worked at Arkadios Capital, Triad Advisors, Cole Capital Corporation, and Equity Fund Advisors. Outside of his role at BlueChip, he is also an investment advisor representative with Ashworth Sullivan Wealth Management. BlueChip Wealth Advisors serves a diverse client base including high-net-worth individuals, businesses, pension and profit-sharing plans, foundations, estates, and government entities. The firm employs a team approach to discretionary portfolio management and financial planning, customizing portfolios to client objectives and utilizing multiple custodians and third-party managers.
Kevin R
Series 63, Series 65
Milton, GA
BlueChip Wealth Advisors LLC
Kevin Rainwater is a financial advisor at BlueChip Wealth Advisors LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mercer Global Advisors Inc., Arkadios Wealth Advisors, Arkadios Capital, LLC, and ACG Wealth Inc. BlueChip Wealth Advisors provides discretionary portfolio management and financial planning to individuals, businesses, pension and profit-sharing plans, foundations, estates, and government entities. The firm manages approximately $637 million across about 420 client relationships and offers customized portfolios using multiple custodians and a range of investment vehicles.