Patton Albertson & Miller
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.
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Verified contacts
25
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
2
tools in use
Monthly traffic
112
organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- MA
Marc Albertson
Principal and Director of Client Services · Other
EmailPhone - CP
Clay Parker
Director & Senior Wealth Advisor · Finance & Accounting
EmailPhone - JA
John Adair
Senior Portfolio Manager · Finance & Accounting
EmailPhone - LP
Lisa Patton
Chief Compliance Officer and Director of Human Resources · Human Resources
EmailPhone - CR
Carolyn Riley
Sr Client Administrator · General Business & Management
EmailPhone - JM
Jennifer McCarthy
Senior Financial Advisor · Finance & Accounting
EmailPhone - JD
Julia Davis
Senior Financial Advisor · Finance & Accounting
EmailPhone - MA
Marie Andrews
Senior Administrator · General Business & Management
EmailPhone - MH
Marquette Haynes
Senior Administrator · General Business & Management
EmailPhone
Showing 9 of 25 verified contacts
Top roles at Patton Albertson & Miller
20 distinct titles indexed · top 10 shown.
- 5senior financial advisor
- 2senior administrator
- 1&,
- 1',
- 1attorney
- 1chief compliance officer and director of human resources
- 1client services administrator
- 1client services representative
- 1director & senior wealth advisor
- 1financial advisor
- +10more titles
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