Patton Albertson Miller Group, LLC

Carly Elliott is a financial advisor at Patton Albertson Miller Group, LLC with a Series 65 designation and three years of industry experience. She previously worked at Hodges, Harbin, Newberry & Tribble Inc for seven years before joining her current firm. 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 a broad range of services including investment management, trust and fiduciary services, and project-based consulting, and provides discretionary portfolio management with access to alternative investments for qualified clients.

Jennifer Mccarthy is a CFP® with eight years of experience in financial advising. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors, Inc. from 2016 to 2019. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and third-party tools for portfolio management and risk analysis.

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.

Barron King is a financial advisor at Patton Albertson Miller Group, LLC in Macon, GA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at The Strategic Financial Alliance, Inc., Fairway Independent Mortgage Corporation, and Homestar Financial Corporation. Before entering finance, he spent time at Mercer University and Chestatee High School. Patton Albertson Miller Group (PAM Group) is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments, operating as a subsidiary of Focus Financial Partners with a broad service ecosystem.

Ethan Loppatto is a financial advisor with Patton Albertson Miller Group, LLC in Atlanta, GA. He holds a Series 66 designation and has one year of industry experience. Prior to joining his current firm, he held roles at Cetera Wealth Services, Avantax Investment Services, and Royal Martin Inc. Outside of advising, he provides administrative support to financial advisors through Legacy Capital Advisors, LLC. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management, utilizing model allocations and individualized investment policies, with access to alternative investments and a broad service ecosystem.

James Patton is a financial advisor at Patton Albertson Miller Group, LLC with 20 years of industry experience. He holds a Series 65 designation and has been with the firm since 2006 across its predecessor and current entities. Outside of advising, he serves on the Board of Directors for BD Industrial, Inc., a provider of industrial products and services. 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, employing discretionary portfolio management supported by third-party tools and access to alternative investments for qualified clients.

Robert Maloy Jr. is a CFP® professional with 17 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015 and previously worked at Patton Albertson & Miller LLC from 2009 to 2015. The firm is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. Patton Albertson Miller Group offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, with access to alternative investments and a broad range of third-party platforms.

William Shannon is a CFP® and Series 65 licensed advisor with five years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2019 and has prior experience in the hospitality industry. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, fiduciary services, and project-based consulting, utilizing discretionary portfolio management with tailored investment policies and access to alternative investments for qualified clients.

Thomas Slaton is a financial advisor at Patton Albertson Miller Group, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and worked for Colony Capital Management, LLC for 13 years prior to joining his current firm. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm offers comprehensive services including investment management, financial planning, trust and fiduciary services, and specialized consulting, employing discretionary portfolio management with model allocations and access to alternative investments for qualified clients.

John Albertson is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Patton Albertson Miller Group, LLC since 2015 and was previously with Patton Albertson & Miller LLC and Truist Investment Services, INC. 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 discretionary portfolio management, comprehensive financial planning, and access to alternative investments and third-party tools, operating as a subsidiary of Focus Financial Partners with a broad service ecosystem.

Paige Kim is a CFP® professional with five years of industry experience currently serving at Patton Albertson Miller Group, LLC. She has worked at Patton Albertson Miller Group since 2019 and previously was with Anthony Smith Advisors Inc. from 2018 to 2019. Patton Albertson Miller Group is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm provides discretionary portfolio management with a range of services including investment management, trust and fiduciary services, and project-based consulting.

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.

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.

John Adair is a CFA® charterholder with seven years of experience in the financial industry. He has been employed at SunTrust Bank since 1988. Adair is based in Atlanta, GA, and is part of the Patton Albertson Miller Group, 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 provides comprehensive services including investment management, financial planning, trust and fiduciary services, and access to alternative investments for qualified clients.

Rachel Ayres is a CFP® and holds a Series 65 license with 15 years of experience in the financial services industry. She has been with Patton Albertson Miller Group, LLC since 2011, serving in the firm’s current structure since 2015. 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 offers comprehensive services including investment management, financial planning, trust and fiduciary services, and project-based consulting, utilizing discretionary portfolio management and access to alternative investments for eligible clients.