Surging Regional Wealth Management Firm Expands to Chattanooga
Home / Events

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.!


Important notice: you are now leaving Patton Albertson & Miller

By clicking continue, you will be taken to a site that is not affiliated with Patton Albertson & Miller and may offer a different privacy policy and level of security. Patton Albertson & Miller is not responsible for and does not endorse, guarantee, or monitor content, availability, viewpoints, products, or services that are offered or expressed on other websites. You can click the "Return to Patton Albertson & Miller" button now to return to the previus page, or you can close the new window after you leave.

Continue Return to Patton Albertson & Miller