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J. Marc Albertson

Principal and Director of Client Services

Patton Albertson & Miller

United States, Georgia, Macon

About Me

A CERTIFIED FINANCIAL PLANNER™ practitioner, Marc has been in the wealth management and trust administration business since 1973, including his eight years spent as senior vice president and manager of private client services for SunTrust Bank, Middle Georgia. Marc has extensive training and experience in wealth transfer issues. He is a graduate of the Southern Trust School in Birmingham, Alabama and the National Graduate Trust School in Chicago, Illinois. He is a former president of the Macon Estate Planning Council. He serves on the board of trustees of the Community Foundation of Central Georgia, and he is currently a member of the Central Georgia Estate Planning Council. He has served on
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Profile Information

Principal and Director of Client Services

Patton Albertson & Miller

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Macon

Georgia

United States

May 15, 2024

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