Surging Regional Wealth Management Firm Expands to Chattanooga
Regional wealth management company Patton Albertson & Miller (PAM) today announced the opening of its first Tennessee office in Chattanooga and has appointed Ricky Supan as director and senior portfolio manager of local operations. PAM – with locations!in!Atlanta!and!Macon,!Ga.;!WinstonGSalem,! N.C.;!and!Chattanooga,!Tenn.!– focuses!on!providing!clients!with! a!holistic!approach!to!financial!health,!including!investment! management;!cash!flow!management;!risk!management;!tax! planning;!and!estate!planning!services.!With!inGhouse!portfolio!! management!,!PAM’s!!team!acts!as!clients’!personal!chief! financial!officer,!!working!with!their!entire!team!of!professionals to!create!custom solutions for!present!and!future!financial!goals.! “PAM’s!pure,!unbiased!advice!and!individualized!wealth! management!plans!set!us!apart!from!competitors,”!Supan!says.! “We!guide!individuals!with!a!comprehensive!path!to!financial! success while!providing!a!level!of!personal!service!absent!from! traditional!institutions.” The!Chattanooga!office will!be!housed!temporarily!at535!Chestnut!Street,!Suite!315 while a!permanent! location!in!Liberty!Tower!is!constructed.!In!addition!to!Supan,!several!PAM!employees!will!staff!the! Chattanooga!office,!including!Jimmy!Patton,!managing!principal!and!CEO;!Rachel!Ayres,!wealth! management!advisor;!Lisa!Bryant,!human!resources!director;!and!an!administrative!assistant.!! “”We!are!excited!about!being!in!a!thriving!and!vibrant!city!like!Chattanooga,”!says!Patton.!!“Ricky!Supan! is!a!powerful!addition!to!our!team!and!we!are!fortunate!to!have!someone!with!his!knowledge!and! understanding!of!the!Chattanooga!community.!!Our!firm!is!making!a!big!commitment!to!the! Chattanooga!market!and!we!look!forward!to!bringing!objective,!competent!and!comprehensive!wealth! management!services!to!Tennessee.” For!more!information!about!the!November!2012!opening!of!Patton!Albertson!&!Miller,!please!contact! Ashley!Fulmer!at!(404)!446G1672 or!visit!www.pattonalbertsonmiller.com.!
Posted on Nov 1 2012
by Patton Albertson & Miller