Patton Albertson & Miller

Patton Albertson & Miller Employee Directory

Financial ServicesTennessee, United States11-50 Employees

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.

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

Patton Albertson & Miller Global Highlights

Location
Employees

North America
54

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  • United States Of America
    53
  • Jamaica
    1

Patton Albertson & Miller's Leadership

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    B. M.
    Chief Investment Officer
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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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    L. P.
    Chief Compliance Officer And Director Of Human Resources
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    K. J.
    Partner - Research Director & Senior Portfolio Manager
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    R. S.
    Partner And Senior Portfolio Manager
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    A. S. M.
    Managing Director And Atlanta Division
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    C. P.
    Director & Senior Wealth Advisor
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Patton Albertson & Miller Employee Metrics

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2024
2023
  • Administrative
  • Finance
  • Analytics
  • Education
  • Human Resources
  • Other
  • Research
  • Support

Contact profiles from Patton Albertson & Miller

Name
Title
Contact Info
Location
Last Update
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    B. M.
    Chief Investment Officer
    Phone icon
    United StatesGeorgia
    Dec 06, 2024
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    D. D.
    Chief Compliance Officer And Director Of Human Resources
    Phone icon
    Oct 17, 2024
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    K. J.
    Partner - Research Director & Senior Portfolio Manager
    Phone icon
    United StatesFlorida
    Oct 22, 2024
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    L. B.
    Chief Compliance Officer And Director Of Human Resources
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    UNITED STATES
    Jul 13, 2023
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    L. P.
    Chief Compliance Officer And Director Of Human Resources
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    United StatesTennessee
    Nov 21, 2024
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    R. S.
    Partner And Senior Portfolio Manager
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    United StatesTennessee
    Nov 21, 2024
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    A. S. M.
    Managing Director And Atlanta Division
    Phone icon
    United StatesGeorgia
    Oct 17, 2024
  • Stylized image of a person
    C. P.
    Director & Senior Wealth Advisor
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    United StatesTennessee
    Nov 21, 2024
  • Stylized image of a person
    D. M.
    Director And Senior Relationship Manager
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    United StatesGeorgia
    Nov 21, 2024
  • Stylized image of a person
    H. J.
    Director, Senior Relationship Manager
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    United StatesGeorgia
    Sep 16, 2024

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, TN 37450 US; 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 24 employees as of November 2021. 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 November 2021, Patton Albertson & Miller's key employees include:

  • Chief Investment Officer: B. M.
  • Chief Compliance Officer And Director Of Human Resources: D. D.
  • Chief Compliance Officer And Director Of Human Resources: L. B.
  • Chief Compliance Officer And Director Of Human Resources: L. P.
  • Partner - Research Director & Senior Portfolio Manager: K. J.

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