

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
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
More profiles to browse
John Adair
Senior Portfolio Manager
JD
Julia Davis
Senior Financial Advisor
RS
Ricky Supan
Director & Senior Portfolio Manager
JP
Jimmy Patton
Managing Principal, President & CEO
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners