Marc Albertson
Partner at Patton Albertson & Miller LLC
- Role
- Principal and Director of Client Services at Patton Albertson & Miller
- Location
- Macon, GA, US
- LinkedIn followers
- 500 followers
About Marc Albertson
A Certified Financial Planner®, Marc has over 40 years of experience in wealth management…
Experience
Principal and Director of Client Services
Apr 2003 — Present
Skills
- Client Service
- Long Term Care
- Wealth Transfer
- Investments
- Succession Planning
- Retirement
- Financial Planning
- Budgeting
- 401k
- Retirement Planning
- Estate Planning
- Business Planning
- Strategic Planning
- Asset Management
- Portfolio Management
- Financial Management
- Asset Allocation
- Wealth Management
- Risk Management
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