Donald E. Nalls
Patriot Investment Management, Group, Inc.
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Principal; financial planner
Offering advice since: 1993
Areas of expertise:
- Business planning
- Charitable and Planned Giving
- Estate Planning/Wills
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Donald E. Nalls:
* Certified Financial Planner®
* Instructor, University of Tennessee Financial Planning Program
* Proficient in mathematical modeling to include Monte Carlo Simulation
* Promotable Lieutenant Colonel, USAR
* Masters in Strategic Studies, US Army War College
* Proficient in risk management using statistical packages
* Member since 1993 of NAPFA, the largest fee-only investment association
Compensation and Fee Structures:
fee-only
Licenses, Certifications & Affiliations:
CFP®
Education:
* BA, George Mason University 1980
* MA, University of Virginia 1985
* CFP® University of Tennessee 1997
* MS US Army War College 2008
Will provide references upon request?
Yes
Further information about Patriot Investment Management, Group, Inc.:
(Size of firm: 0-9 advisors)
Patriot Investment Management was founded in 1993. PIM is registered with the Securities and Exchange Commission and is a true fee-only advisory firm. Patriot Investment Management Group is a leader in the Knoxville area in providing objective, customized investment management services and long term financial planning services to individuals and corporations. Patriot Investment Management is one of the largest fee-only firms in Knoxville.
We are a signatory to the Napfa Fiduciary Standard.
Contact Information for Donald E. Nalls
Phone: (865) 777-2479 x 2102
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Fax: 865-675-0636
Address for Donald E. Nalls:
9721 Cogdill Road
Suite 101
Knoxville, TN, 37932
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