Patriot Investment Management Group Inc

Laura Bolton is a financial advisor at Patriot Investment Management Group Inc with 21 years of industry experience. She has been with Patriot since 2001. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning services, employing fundamental and cyclical analysis to guide investment decisions and often operates under discretionary authority.

Amy Walker is a CFP® with three years of industry experience and is currently with Patriot Investment Management Group Inc. She has worked at Patriot Investment Management Group since 2019 and previously at Brogan Financial, Inc. from 2013 to 2019. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager selection, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

Adam Brock is a CFP® and Series 65-licensed advisor with 14 years of industry experience. He has been with Patriot Investment Management Group Inc since 2009. Patriot Investment Management Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager selection, using fundamental and cyclical analysis to tailor portfolios based on client suitability.

David Palamar is a financial advisor at Patriot Investment Management Group Inc with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities Inc for 19 years. Patriot Investment Management Group serves individual clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, employing fundamental and cyclical analysis to tailor and monitor client portfolios.

Andrew Ellis is a financial advisor at Patriot Investment Management Group Inc with 10 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations. Prior to joining Patriot in 2017, he worked at The CPA Investing Approach, LLC and has operated Andrew B Ellis, CPA, LLC since 2005, where he provides tax return preparation services. Patriot Investment Management Group serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager selection, utilizing fundamental and cyclical analysis to tailor investment strategies.

Grant Murphy is a CFP® with three years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc. His prior roles include positions at The Vanguard Group, Inc and Stark Aerospace. Patriot Investment Management Group advises individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager selection, using fundamental and cyclical analysis to tailor and monitor client portfolios.

Michael Brown is a financial advisor with Patriot Investment Management Group Inc, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc., where he worked from 2015 to 2020. He took a brief retirement from 2020 to 2021 before joining Patriot Investment Management Group. Patriot Investment Management Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning services, employing fundamental and cyclical analysis, and often operates under discretionary authority while integrating accounting services as an outside business activity.

Brandon Smith is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Patriot Investment Management Group Inc. since 2019 and previously worked at Thierry V Sommer & Associates and Third Group Properties. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning services, employing fundamental and cyclical analysis with ongoing portfolio monitoring, and integrates accounting services as an outside business activity.

John Smartt is a financial advisor with Patriot Investment Management Group Inc in Knoxville, TN, holding 21 years of industry experience. He has worked at Patriot since 2019 and has been involved with Financial Counseling & Administration since 1993. Patriot Investment Management Group serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning, employing fundamental and cyclical analysis, and often operates under discretionary authority while integrating accounting services as an outside business activity.

Brandon Alley is a financial advisor at Patriot Investment Management Group Inc with 12 years of industry experience. He holds the Series 65 designation and has worked at Patriot Investment Management Group since 2017, following four years at Brogan Financial Inc. Patriot Investment Management Group serves individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party manager selection, using fundamental and cyclical analysis to tailor and monitor client portfolios.

Jeff Monson is a CFP® with 15 years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc since 2010. He also manages a real estate business as a managing partner of GCS Partnership, which he has been involved with since 1988. Patriot Investment Management Group advises a diverse client base that includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management along with financial planning and pension consulting, employing fundamental and cyclical analysis to tailor investment strategies.

Stephen Beale is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Patriot Investment Management Group Inc in Knoxville, TN. He has been with Patriot since 2014. Patriot Investment Management Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and third-party asset manager oversight, using fundamental and cyclical analysis tailored to client suitability.

Bradley Bower is a CFP® with 21 years of industry experience and is currently with Patriot Investment Management Group Inc in Knoxville, TN. He has been with the firm since 1993, serving in various capacities over three decades. Patriot Investment Management Group advises a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized investment advice using fundamental and cyclical analysis, providing both discretionary and non-discretionary portfolio management alongside modular and ongoing financial planning services.

John Wortham is a Series 65-licensed financial advisor with 14 years of industry experience. He has been with Patriot Investment Management Group Inc since 2008. Patriot Investment Management Group serves individual clients across wealth levels, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers personalized portfolio management and financial planning, using fundamental and cyclical analysis to guide investment decisions, and frequently operates under discretionary authority.