Blair Patteson
Managing Director Private Wealth Management @Morgan Stanley
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WORK HISTORY
Managing Director Private Wealth Management @Morgan Stanley
Knoxville, TN, US
Blair Patteson is an Managing Director, Portfolio Management Director and CERTIFIED FINANICIAL PLANNER (CFP®). He received his B.S. degree in International Economics from Carson Newman University and his M.B.A. with a concentration in Strategy and Finance from Emory University\'s Goizueta School of Business. He joined Morgan Stanley in 2001 as a Financial Advisor, and through past experience with his own family\'s businesses understands the necessity for organized and thoughtful advice for closely-held businesses. ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: more information on the designation(s), go to: https://fa.morganstanley.com/pattesonwealthmanagementgroup/NMLS#: 12•••77
EDUCATION
Carson-Newman College
BS, International Economics
Virginia Polytechnic Institute and State University
Business
Emory University - Goizueta Business School
MBA, Finance
ABOUT BLAIR PATTESON
My team focuses on and advises closely held business owners. Leading over 10 billion dollars of family owned business transactions we are capable and qualified to help our clients understand their range of options for their businesses. Having personal experience with my family\'s business and its eventual sale, I understand the interpersonal issues that arise when founders are looking to grow or transition the business and the need for organized and thoughtful advice. While wealth management is at the core of what we do, the value is delivered in the meaningful and trusted relationship we build with clients and family members. We limit our clients so we can focus our attention on the families that understand the following principles:• With great wealth comes complexity, and we must prepare ourselves and our heirs to understand and appreciate this.• Wealth has the ability to positively impact many lives including our own, but it requires a thoughtful and adaptive plan.• We only have one chance to live a rewarding and productive life, and wealth needs to serve our values and purpose.• We value thoughtful and honest advice and are willing to pay for it.Enterprise Value:$50mm or greaterTransactional Focus: Employee Stock Ownership Plan (ESOP), 1042 Exchange, Capital Raises, Strategic Buyers, and Financial SponsorsConsulting Focus: Family Dynamics, Generation 1 to Generation 2 transfer, Board of Directors Organization, Capital Efficiency & Debt Structure, Captive Insurance & Enterprise Risk AnalysisWealth Management Services: Financial Planning, Family Office Services, Trust & Estate Planning Strategies, Risk Management,*Cash Management and Lending Solutions, Corporate Services, and Investment Management.*Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
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