Greg Patton | LPL Financial Advisor | Patton Financial Associates

Greg Patton CRPC®

LPL Financial Advisor
greg@pfageorgia.com

Greg developed Patton Financial Associates into the business that it is today. As a husband and father of two, Greg understands the importance of family and community. Greg is a seasoned executive and has proven his leadership experience in all levels of business, strategic planning, and financial planning. Greg’s experience as a former bank president and CEO along with 40 years in the financial industry is paved with a solid background in professional training, leadership positions, and education.

Greg is a Chartered Retirement Planning Counselor which allows him to establish a comprehensive assessment of an individual’s financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.

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Education

  • Bachelor’s Degree Georgia State University
  • Georgia Banking School at the University of Georgia
  • The Graduate School of Banking at Louisiana State University.
  •  Series 7 and Series 66 securities registrations through LPL Financial
  • CRPC Professional Designation Fiduciary 
  • Life Insurance and Variable Annuity licenses

Check the background of this investment professional on FINRA’s BrokerCheck.

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Megan Patton

Administrative Associate
megan@pfageorgia.com

Megan joined Patton Financial Associates in 2015 as an Administrative Associate and Marketing Specialist. Megan will be the first face you see when you walk into our office and is there to assist you in any way possible. Her goal is to be a point of contact with any questions you may have through the process of your financial planning. Megan’s sense of community and passion to help people makes our office a welcome environment. Through her extensive financial operational knowledge, Megan works to enhance the experience of the clients of Patton Financial Associates to provide them with the best quality service.

Education

  • Bachelor’s Degree: University of Georgia
  • Certified Life Coach

Experience

  • 6 Years in Administrative Finance

Check the background of this investment professional on FINRA’s BrokerCheck.