Patton Albertson Miller Group, LLC

Carly Elliott is a financial advisor at Patton Albertson Miller Group, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Patton Albertson Miller Group since 2021, following seven years at Hodges, Harbin, Newberry & Tribble 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 employs a combination of fundamental and technical analysis alongside model-based allocations to create diversified portfolios, offering discretionary management with ongoing monitoring and comprehensive reporting.

Jennifer Mccarthy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Patton Albertson Miller Group, LLC since 2019. Prior to joining PAM Group, she worked at Anthony Smith Advisors, Inc. and Morris Legal and Tax. Patton Albertson Miller Group, LLC is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets for nearly 600 clients, offering portfolio management, financial planning, tax-preparation support, and trust services using a blend of fundamental and technical analysis alongside model-based allocations.

Jacob Barber is a financial advisor with Patton Albertson Miller Group, LLC, holding a Series 65 designation. He joined the firm in 2023 and has prior experience in various roles outside the financial industry, including positions at Whiskey Cowgirl, State of Confusion, El Metate, and Olive Garden. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis along with model-based allocations to construct diversified portfolios tailored to client objectives.

Barron King is a financial advisor at Patton Albertson Miller Group, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at The Strategic Financial Alliance, Inc., Fairway Independent Mortgage Corporation, and Homestar Financial Corporation. Prior to entering the financial industry, he spent five years at Mercer University and four years at Chestatee High School. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis and model-based allocations to manage portfolios that may include ETFs, mutual funds, individual securities, and alternative investments, supported by ongoing monitoring and formal portfolio reviews.

James Patton is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015. Outside of his advisory role, he serves on the Board of Directors of BD Industrial, Inc., a provider of industrial products and services. Patton Albertson Miller Group, LLC is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside model-based allocations to manage discretionary portfolios totaling approximately $1.54 billion in assets.

Robert Maloy is a CFP® professional with 16 years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2015. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis alongside model-based allocations to create diversified portfolios, and it provides discretionary management with ongoing monitoring and annual reviews.

William Shannon is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Patton Albertson Miller Group, LLC since 2019. Prior to his financial advisory career, he worked at Three Blind Mice Restaurant from 2013 to 2019. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis alongside model-based allocations to construct portfolios tailored to client objectives and risk tolerance.

Thomas Slaton is a financial advisor with Patton Albertson Miller Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Colony Capital Management, LLC since 2012. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension plans, and charitable organizations. The firm employs a blend of fundamental and technical analysis to manage approximately $1.54 billion in discretionary assets, offering portfolio management, financial planning, trust services, and access to alternative investments.

Abby Herrera is a financial advisor with Patton Albertson Miller Group, LLC in Macon, GA. She holds a Series 65 designation and has two years of industry experience. Prior to joining PAM Group in 2020, she worked at Meadows Regional Medical Center for five years. Patton Albertson Miller Group, LLC 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 manages approximately $1.54 billion in discretionary assets and employs a combination of fundamental and technical analysis alongside model-based allocations to construct diversified portfolios tailored to client objectives.

John Albertson is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Patton Albertson Miller Group, LLC since 2015. He holds a Series 66 license and is based in Macon, GA. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis with model-based portfolio allocations, offering services that include portfolio management, financial planning, tax-preparation support, cash management, and trust and fiduciary services.

Paige Kim is a CFP® and holds a Series 65 license with five years of industry experience. She has been with Patton Albertson Miller Group, LLC since 2019 and previously worked at Anthony Smith Advisors Inc. from 2018 to 2019. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis alongside model-based allocations to construct diversified portfolios.

Stephen Wilkins is a financial advisor at Patton Albertson Miller Group, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining PAM Group in 2023, he worked at Fidelity Investments and has held roles at companies including Apple, Inc. and Vail Resorts. Patton Albertson Miller Group is a fee-only wealth management firm serving affluent individuals, families, pension/profit-sharing plans, and charitable organizations. The firm combines fundamental and technical analysis with model-based allocations to manage approximately $1.54 billion in discretionary assets for around 591 clients.

Frederick Supan is a financial advisor at Patton Albertson Miller Group, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Patton Albertson Miller Group since 2015. 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 manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis alongside model-based allocations to build diversified portfolios tailored to client objectives.

John Adair is a CFA® charterholder with six years of industry experience. He is affiliated with Patton Albertson Miller Group, LLC and has been employed at SunTrust Bank since 1988. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis along with model-based allocations to construct diversified portfolios.

Rachel Ayres is a CFP®-certified financial advisor with 15 years of industry experience. She has been with Patton Albertson Miller Group, LLC since 2015. Patton Albertson Miller Group, LLC is a fee-only wealth management and financial planning firm serving affluent individuals, families, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1.54 billion in discretionary assets and employs a blend of fundamental and technical analysis to construct diversified portfolios tailored to client objectives and risk tolerance.