CoverProfile

Todd Patton

Senior Vice President

Novare Capital Management

United States, North Carolina, Charlotte

About Me

Novare Capital Management is a wealth management advisory firm that provides customized portfolio management and planning services for successful individuals, families, and business owners. Our philosophy is to preserve and grow wealth for several generations through a disciplined approach to investing. We believe in complete transparency in the investment process and emphasize client communication and education. Novare Capital offers integrated customized investment management, cash flow planning, trust and estate review services, charitable planning, executive stock option planning, and next generation financial education. In my spare time, I enjoy playing tennis, skiing, boating and en

View more

Profile Information

Senior Vice President

Novare Capital Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

Feb 27, 2025

More profiles to browse

BR
Brando Reyna
Chief Investment Officer
Profile Photo
Nicholas Lloyd
AVP, Portfolio Analyst & Trader
Profile Photo
Bill Baynard
Managing Director
CB
Cindi Bernart
Senior Vice President

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth