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@novarecapital.com
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4 phones found area 980 and 704
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LinkedIn matched
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Todd Patton is listed as Senior Vice President & Investment Advisor at Novare Capital Management - Private Wealth Management & Planning at Novare Capital Management, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at novarecapital.com, phone signal with area code 980, 704, and a matched LinkedIn profile for Todd Patton.
Todd Patton previously worked as Senior Vice President at Novare Capital Management and Senior Vice President at Eastover Capital Management. Todd Patton holds Bsba, Marketing from East Carolina University.
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AeroLeads found 3 current-domain work email signals for Todd Patton. Compare company email patterns before reaching out.
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 enjoying the outdoors.You should connect with me and my team if: * You are retired or are nearing retirement and are seeking a retirement strategy * You're selling a business and need strategic planning as well as investment management services * Are a business owner or find yourself in a position where you need financial advice and guidance * You're too busy to manage the portfolio yourself * Are in the process of or are considering a divorce and you’re looking for a new professional relationship with a financial advisorEmail: tpatton@novarecapital.comPhone: 704-334-3698Specialties: Retirement Planning, Wealth ManagementNovare Capital Management, LLC (NCM) is a Registered Investment Advisor (“RIA”) located in the State of North Carolina. NCM provides investment advisory services and related services for clients nationally. NCM will maintain all applicable registration and licenses as required by the various states in which NCM conducts business, as applicable. NCM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Listed skills include Retirement Planning, Wealth Management Services, Wealth Management, Portfolio Management, and 8 others.
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Charlotte, NC, US
Work with individuals & families in all aspects of Wealth Management, Retirement Planning, Cash Flow Planning, Asset Protection & Portfolio Management."A Trustworthy Partner Every Step Of The Way"
Director of New Business Development
Plano, Texas, US
SVP for new business development for North Carolina and surrounding region. Worked with high net worth individuals & families to build portfolios that met their goals and objectives.
Full Service provider of 401k & Section 125 plans to small & medium size business. Worked with business owners to design & implement plans that improved their employee benefits while saving taxes. Advised individual participants on asset allocation and all aspects of retirement planning.
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Todd Patton works for Novare Capital Management.
Todd Patton is listed as Senior Vice President & Investment Advisor at Novare Capital Management - Private Wealth Management & Planning at Novare Capital Management.
AeroLeads has found 3 work email signals at @novarecapital.com for Todd Patton at Novare Capital Management.
AeroLeads has found 4 phone signal(s) with area code 980, 704 for Todd Patton at Novare Capital Management.
Todd Patton is based in Charlotte, North Carolina, United States while working with Novare Capital Management.
Todd Patton has worked for Novare Capital Management, Eastover Capital Management, Fisher Investments, and Flexible Benefit Administrators.
You can use AeroLeads to view verified contact signals for Todd Patton at Novare Capital Management, including work email, phone, and LinkedIn data when available.
Todd Patton holds Bsba, Marketing from East Carolina University.
Todd Patton is listed with skills including Retirement Planning, Wealth Management Services, Wealth Management, Portfolio Management, Investments, Asset Managment, Mutual Funds, and Fixed Income.
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