Patrick Poling, CFP®, CRPC®, CPFA™, CEPA® |
Managing Director, Senior Portfolio Manager |
Direct: (615) 216-5511 | ||
Office: (615) 246-5510 | ||
5205 Maryland Way, Suite 320 | ||
Brentwood, TN 37027 | ||
Named to Forbes “Best-in-State Wealth Advisors” list in 2019, 2021, & 2022.
*Source: Forbes "Best-in-State Wealth Advisors" list, April 2022.
Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.