Patton Albertson & Miller, LLC

Description

Address: 231 Riverside Dr Suite 105, Macon, GA 31201 Phone: (478) 742-5554Website: Category: Hours: Place name: : : : : : : Website: http://www.pattonalbertsonmiller.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Patton Albertson Miller Group Posting publicly on the Web Write a review Reviews Be the first to review

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Patton Albertson & Miller, LLC Employees

Employee
Years
Job
Industry
Christine Boddy Christine Boddy Atlanta, Georgia Details
Christine Boddy's Patton Albertson & Miller, LLC Experience May 2010 - August 2010
Job Account Executive, Corporate Communications at Edelman
Industry Public Relations and Communications
Experience
Edelman  September 2015 - Present
Edelman  June 2014 - August 2015
PRSSA Bateman Case Study Competition  October 2013 - April 2014
The Coca-Cola Company  May 2013 - August 2013
Southern Company  May 2012 - August 2012
Creative Consultants  September 2011 - April 2012
Coliseum Health System  May 2011 - August 2011
Patton Albertson & Miller, LLC   May 2010 - August 2010

Skills
Press Releases, Editing, Research, News Writing, Media Relations, Speech Writing, Corporate Communications, French, Microsoft Office, Executive Positioning, Event Planning, Blogging, CisionPoint, Facebook, Qualtrics, Instagram, SPSS, Public Speaking, PowerPoint, InDesign, AP Style, Hootsuite

Education
The University of Georgia   2010 — 2014
Bachelor of Arts in Journalism and Bachelor of Arts, Public Relations and French

John Eubanks, CFP®, CDFA™ John Eubanks, CFP®, CDFA™ Macon, Georgia Details
John Eubanks, CFP®, CDFA™'s Patton Albertson & Miller, LLC Experience January 2011 - Present
Job Partner at Patton Albertson & Miller, LLC
Industry Financial Services
Experience
Patton Albertson & Miller, LLC   January 2011 - Present
Merrill Lynch  April 2008 - January 2011
Wachovia Securities  2006 - 2008

Skills
Wealth Management, Estate Planning, Investment Management, Financial Planning, Multi-generational..., Mergers & Acquisitions, Business Exit &..., Business Acquisition, Business Brokerage, Retirement Planning, Trust Services, Risk Management, Divorce, 401k, Defined Benefit

Education
The University of Georgia   2002 — 2007
BSFCS, Financial Planning

Keith Jaworski CFA Keith Jaworski CFA Greater Atlanta Area Details
Keith Jaworski CFA's Patton Albertson & Miller, LLC Experience January 2012 - Present
Job Partner Research Director & Senior Portfolio Manager at Patton Albertson & Miller, LLC
Industry Investment Management
Experience
Patton Albertson & Miller, LLC   January 2012 - Present
Falcon Asset Management   May 2008 - January 2012
CAZ Investments  November 2001 - March 2008
GMT Capital  1997 - 1999

Skills
Portfolio Management, Investments, Alternative Investments, Asset Management, Equities, Mutual Funds, Hedge Funds, Financial Modeling, Asset Allocation, Management, Investment Management, Wealth Management, Valuation, Fixed Income, Risk Management, Finance, Securities

Education
Carnegie Mellon University
BS, Industrial Management

George Mason University - School of Business
MBA coursework - 27 credit hours

David Maloy David Maloy Macon, Georgia Area Details
David Maloy's Patton Albertson & Miller, LLC Experience January 2008 - Present
Job Partner & Senior Relationship Manager at Patton Albertson & Miller, LLC
Industry Financial Services
Experience
Patton Albertson & Miller, LLC   January 2008 - Present

Skills
Wealth Management, Trusts, Investments, Financial Planning, Estate Planning, Retirement Planning

Education
Florida State University - College of Business   2001 — 2002
CFP® Designation, Certified Financial Planner™

Mercer University - Stetson School of Business and Economics   1993 — 1995
BBA, Finance

Middle Georgia State University   1991 — 1993
AS, Business Administration

Buck Patton Buck Patton Athens, Georgia Details
Buck Patton's Patton Albertson & Miller, LLC Experience May 2012 - August 2013
Job Terry Ambassador at Terry College of Business
Industry Insurance
Experience
Terry College of Business  April 2014 - Present
Onward Reserve  January 2014 - April 2015
Aon  May 2014 - August 2014
Patton Albertson & Miller, LLC   May 2012 - August 2013
Young Life  May 2013 - July 2013
Howard Properties   May 2012 - August 2012

Skills
Leadership, Sales, Microsoft Word, Facebook, Social Networking, Public Speaking, Customer Service, Social Media, Microsoft Office, Event Planning, Time Management, Microsoft Excel, PowerPoint, Retail Sales, Organization, Teamwork, Salesforce.com, Risk, Leadership Development, Account Management, Market Research, Risk Analysis

Education
The University of Georgia   2011 — 2015
Bachelor of Business Administration (B.B.A.), Risk Management & Insurance, Finance

First Presbyterian Day School

Hayes Parker Hayes Parker Atlanta, Georgia Details
Hayes Parker's Patton Albertson & Miller, LLC Experience January 2014 - May 2014
Job Investment Banking & Restructuring Analyst at SOLIC Capital Advisors
Industry Financial Services
Experience
SOLIC Capital   May 2014 - Present
Patton Albertson & Miller, LLC   January 2014 - May 2014
Georgia Tech Student Foundation Investment Committee   August 2013 - April 2014
Atlanta Spirit LLC (Atlanta Hawks & Philips Arena)   May 2013 - December 2013
Atlanta Spirit, LLC (Atlanta Hawks & Philips Arena)   January 2013 - May 2013
East Coast Entertainment  January 2012 - December 2012
Air Compressor Sales   May 2007 - April 2012

Skills
Valuation, Investment Banking, Equity Research, Financial Modeling, Marketing, Investments, Business Analysis, Management, Data Analysis, Microsoft Excel, Financial Analysis, Business Development, Teamwork, Restructuring, Microsoft Word

Education
Georgia Institute of Technology   2010 — 2014
Bachelor of Science, Business Administration--Finance, Marketing Certificate, Honor Graduate

Training The Street   2014 — 2014

Stratford Academy   1996 — 2010
High School Diploma

Rachel Ayres, CFP®, CRPC® Rachel Ayres, CFP®, CRPC® Macon, Georgia Area Details
Rachel Ayres, CFP®, CRPC®'s Patton Albertson & Miller, LLC Experience May 2008 - Present
Job Client Advisor
Industry Financial Services
Experience
Patton Albertson & Miller, LLC   May 2008 - Present
Butler Auto Group  January 2008 - May 2008

Skills
Chartered Retirement..., CFP(R)

Education
Mercer University - Stetson School of Business and Economics   2006 — 2009
Finance

Dalton Review

Bobby A. Futch, CRPC® Bobby A. Futch, CRPC® Macon, Georgia Details
Bobby A. Futch, CRPC®'s Patton Albertson & Miller, LLC Experience March 2010 - Present
Job Senior Associate
Industry Investment Management
Experience
Patton Albertson & Miller, LLC   March 2010 - Present
Patton Albertson & Miller LLC  August 2009 - January 2010
Stetson School of Business and Economics   August 2009 - December 2009
Mercer Univeristy   2007 - 2009

Skills
Wealth Management, Retirement Planning, Estate Planning, Insurance, Customer Service, Strategic Financial..., Financial Advisory, Cash Flow Planning, Social Security Planning, Budgets and Expense...

Education
Mercer University   2007 — 2009
BBA, Finance and Economics

Orange Park High School   2001 — 2005

David Maloy David Maloy Macon, Georgia Area Details
David Maloy's Patton Albertson & Miller, LLC Experience March 2008 - Present
Job Director and Senior Relationship Manager
Industry Investment Management
Experience
Patton Albertson & Miller, LLC   March 2008 - Present

Education
Mercer University - Stetson School of Business and Economics

Ricky Supan Ricky Supan Chattanooga, Tennessee Area Details
Ricky Supan's Patton Albertson & Miller, LLC Experience November 2012 - Present
Job Director and Senior Portfolio Manager at Patton Albertson & Miller, LLC
Industry Investment Management
Experience
Patton Albertson & Miller, LLC   November 2012 - Present
SunTrust Bank  December 2001 - December 2012

Skills
Portfolio Management, Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Financial Risk, Alternative Investments, Equities, Fixed Income, Mutual Funds, Microsoft Excel, Asset Management, Risk Management, Hedge Funds, Bloomberg, Financial Analysis, Asset Managment, Financial Planning, Bonds, Excel

Education
The University of Tennessee at Chattanooga   1991 — 1995
Chemistry, Biology minor

McCallie   1984 — 1990

Karen Danielson Karen Danielson Macon, Georgia Area Details
Karen Danielson's Patton Albertson & Miller, LLC Experience March 2005 - Present
Job Senior Support Analyst at Patton Albertson & Miller, LLC
Industry Financial Services
Experience
Patton Albertson & Miller, LLC   March 2005 - Present

Education
The University of British Columbia   1974 — 1979
Bachelor of Education