Patton Albertson & Miller LLC

Financial Services - Chattanooga, TN, US

Patton Albertson & Miller LLC Employees
Ricky Supan

Director and Senior Portfolio Manager

Contact Ricky Supan

Lisa Bryant

Chief Compliance Officer and Director of Human Resources

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John Adair

Senior Portfolio Manager

Contact John Adair

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Patton Albertson & Miller LLC Details

Patton Albertson & Miller is a fee-only registered investment advisor providing comprehensive wealth management services to high net worth clients throughout the United States. Whether you simply need investment guidance or want a financial quarterback who can steer a team of financial and legal advisors toward a common goal, we're here to help protect your wealth from investment risk, unnecessary taxation, inexperienced heirs and other threats that may undermine your financial security or legacy. We provide service to our clients in five primary areas of focus: Investment Management, Estate Planning, Tax Planning, Cash Flow Management and Risk Management. We also provide trust and fiduciary services through our sister company, Provident Trust Company, a representative office of National Advisors Trust Company. We work primarily with individuals and families that have $1 million or more to invest.With offices in Georgia and Tennessee, Patton Albertson & Miller serves clients throughout the United States. From Florida to New York and Virginia to California; no matter where you live, we're available to serve your wealth management needs.

Patton Albertson & Miller LLC logo, Patton Albertson & Miller LLC contact details
Employees: 50 - 99
HQ: 404-917-2727
Location: Chattanooga, TN, US
Revenue: 10 - 20 Million
Investment Management Estate Plannning Cash Flow Management Risk Management Tax Planning Financial Services Financial Advisory Services
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