Patton Albertson & Miller Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Patton Albertson & Miller is a fee-only registered investment advisor that provides comprehensive wealth management services to high net worth clients across the United States. The firm focuses on five areas of service—Investment Management, Estate Planning, Tax Planning, Cash Flow Management, and Risk Management—and also offers trust and fiduciary support through a sister company, Provident Trust Company, which operates as a representative office of National Advisors Trust Company. Targeting individuals and families with at least $1 million to invest, the firm aims to help clients protect wealth from investment risk and other threats to financial security and legacy. Based in Chattanooga, Tennessee, with additional operations in Georgia and serving clients nationwide, Patton Albertson & Miller positions itself within the financial services industry as a wealth management firm that coordinates investment and advisory services across multiple disciplines. The company has a presence in the southeastern United States and beyond, reflecting an expansion through a merger with Anthony Smith Advisors in 2019.

Find Patton Albertson & Miller employees' phone numbers or email addresses

Patton Albertson & Miller Global Highlights

Location
Employees

North America
40

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  • United States Of America
    40

Patton Albertson & Miller's Leadership

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    L. P.
    Chief Compliance Officer And Director Of Human Resources
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    D. D.
    Chief Compliance Officer And Director Of Human Resources
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    L. B.
    Chief Compliance Officer And Director Of Human Resources
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    R. S.
    Partner And Senior Portfolio Manager
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    M. A.
    Principal And Director Of Client Services
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    C. P.
    Director & Senior Wealth Advisor
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    D. M.
    Director And Senior Relationship Manager
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    J. A.
    Senior Portfolio Manager
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Patton Albertson & Miller Employee Metrics

100%
50%
0%
2026
2025
  • Administrative
  • Finance
  • Analytics
  • Education
  • Human Resources
  • Other
  • Research
  • Support
  • Banking
  • Community & Social Services
  • Accounting

Contact profiles from Patton Albertson & Miller

Name
Title
Contact Info
Location
Last Update
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    L. P.
    Chief Compliance Officer And Director Of Human Resources
    Phone icon
    United StatesTennessee
    Oct 10, 2024
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    R. S.
    Partner And Senior Portfolio Manager
    Phone icon
    United StatesTennessee
    Mar 24, 2026
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    D. D.
    Chief Compliance Officer And Director Of Human Resources
    Phone icon
    Oct 17, 2024
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    L. B.
    Chief Compliance Officer And Director Of Human Resources
    Phone icon
    UNITED STATES
    Jul 13, 2023
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    M. A.
    Principal And Director Of Client Services
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    United StatesGeorgia
    Feb 17, 2026
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    C. P.
    Director & Senior Wealth Advisor
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    United StatesTennessee
    May 28, 2026
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    D. M.
    Director And Senior Relationship Manager
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    United StatesGeorgia
    Jul 15, 2025
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    J. A.
    Senior Portfolio Manager
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    United StatesGeorgia
    Feb 18, 2026
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    J. D.
    Manager, Investment & Financial Planner
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    United StatesGeorgia
    Oct 23, 2024
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    W. S.
    Senior Financial Advisor
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    United StatesGeorgia
    Oct 18, 2025

Frequently Asked Questions

What is Patton Albertson & Miller known for?

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Patton Albertson & Miller was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 605 Chestnut Street Suite 1010 Chattanooga, Tennessee 37450 United States; you can contact the main corporate office by phone at . Explore Patton Albertson & Miller's company overview page for more information.

What is Patton Albertson & Miller's most common email format?

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Patton Albertson & Miller employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Patton Albertson & Miller email formats with LeadIQ.

How many employees does Patton Albertson & Miller have currently?

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Patton Albertson & Miller has approximately 25 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Patton Albertson & Miller's key employees and leadership?

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As of June 2026, Patton Albertson & Miller's key employees include:

  • Chief Compliance Officer And Director Of Human Resources: L. P.
  • Chief Compliance Officer And Director Of Human Resources: D. D.
  • Chief Compliance Officer And Director Of Human Resources: L. B.
  • Partner And Senior Portfolio Manager: R. S.
  • Principal And Director Of Client Services: M. A.

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