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Chief Compliance Officer & Director, Human Re...
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Patton Albertson & Miller
Finance · Tennessee, United States · 11-50 Employees
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Overview
Headquarters
605 Chestnut St Ste 1010, Chattanooga, T...Phone Number
(423) 414-2100Revenue
<$5 MillionIndustry
About Patton Albertson & Miller
Patton Albertson & Miller is a fee-only fiduciary firm dedicated to guiding clients towards financial success through personalized, comprehensive financial life management. With a team of seasoned professionals, including CPAs and legal experts, they serve a diverse clientele, including retirees, business owners, working professionals, companies, and non-profits, primarily in communities like Macon GA, Atlanta GA, and Chattanooga TN. The firm emphasizes building trust and mutual respect while providing tailored advice to navigate complex financial landscapes. Their services include estate planning, business succession, and risk management, ensuring clients' financial stability and peace of mind.Explore more
Patton Albertson & Miller Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Patton Albertson & Miller
<$5M
11-50
Private
-
2003
LP
Lisa PattonChief Compliance Officer & Director, Human Resources
$21.5M
11-50
Private
<$5M
1980
MS
Matthew SaneholtzPresident & Certified Financial Planner & Professional
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Patton Albertson & Miller is a fee-only fiduciary firm dedicated to guiding clients towards financial success through personalized, comprehensive financial life management. With a team of seasoned professionals, including CPAs and legal experts, they serve a diverse clientele, including retirees, business owners, working professionals, companies, a... Read More
