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Jacob B

Series 65

Chattanooga, TN

Patton Albertson Miller Group, LLC

Jacob Barber is a financial advisor at Patton Albertson Miller Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked at the firm since 2023. His prior work includes roles at Whiskey Cowgirl, State of Confusion, El Metate, and Olive Garden. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, utilizing model allocations and individualized investment policies with access to alternative investments for qualified clients.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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James P

Series 65

Chattanooga, TN

Patton Albertson Miller Group, LLC

James Patton is a financial advisor with Patton Albertson Miller Group, LLC in Chattanooga, TN, holding a Series 65 license and 19 years of industry experience. He has been with the firm and its predecessor entity since 2006. Outside of his advisory role, he serves on the Board of Directors for BD Industrial, Inc., an industrial products and services provider. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, utilizing discretionary portfolio management with client-specific restrictions and access to alternative investments for appropriate clients.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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Stephen W

Series 63, Series 66

Chattanooga, TN

Patton Albertson Miller Group, LLC

Stephen Wilkins is a financial advisor at Patton Albertson Miller Group, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Patton Albertson Miller Group in 2023, he worked at Fidelity Investments, Apple, Inc., and Vail Resorts, among other organizations. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers comprehensive services including discretionary portfolio management, financial planning, trust and fiduciary services, and access to alternative investments and private fund platforms.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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Frederick S

Series 65

Chattanooga, TN

Patton Albertson Miller Group, LLC

Frederick Supan is a financial advisor with Patton Albertson Miller Group, LLC in Chattanooga, TN, holding a Series 65 credential and 13 years of industry experience. He has been with the Patton Albertson Miller Group since 2015, following two years at Patton Albertson & Miller LLC. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary portfolio management with access to alternative investments and comprehensive services including trust and fiduciary services, cash-flow and tax planning, and project-based consulting such as business succession and real estate transaction support.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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James P

Series 63, Series 65

Chattanooga, TN

Patton Albertson Miller Group, LLC

James Parker is a financial advisor with Patton Albertson Miller Group, LLC in Chattanooga, TN. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining PAM Group, he worked at Southport Capital for over two decades. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm that serves affluent individuals and families, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management with individualized investment policies and offers access to alternative investments and comprehensive planning services.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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Colter P

Series 65

Chattanooga, TN

Patton Albertson Miller Group, LLC

Colter Parker is a Series 65-licensed financial advisor with Patton Albertson Miller Group, LLC, where he has worked for two years. Prior to joining Patton Albertson Miller Group, he spent three years at Chambliss Bahner and Stopel PC and has experience related to Vanderbilt University Law School and Southport Capital. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm provides comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments for qualified clients.

Wealth management Business succession planning Cash flow / budgeting Founder/Business Owner Executive
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