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
Todd Patton
Senior Vice President
Novare Capital Management
United States, North Carolina, Charlotte
About Me
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
Keylinks
More profiles to browse
Nicholas Lloyd
AVP, Portfolio Analyst & Trader
JB
James Baynard
Vice President
James Harlow
Analyst
BR
Brian Rudisill
Portfolio Manager at Novare Capital Management - Private Wealth Management & Planning for Successful Families
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc