The Poling Group assists clients in taking a long-term approach to wealth management by using a consultative and objective methodology. They believes in being thorough when guiding clients by going above and beyond the details of their investment portfolio to include their total financial picture.
They understand that one of the biggest challenges for an individual, family, or business is creating (and sticking to) a financial strategy to reach long-term goals. They are committed to understanding the specific situations of the people and businesses they work with; thereby being able to establish objectives, offer advice, develop an appropriate strategy, and review the progress made toward reaching those goals and objectives.
Clientele includes business owners, senior executives, doctors, estates, trusts, and families.
Patrick Poling joined the firm in 2006 after leaving Nissan where he was an engineer.
Patrick graduated with a Master in Business Administration as well as a Master of Engineering in 2004 from The University of Tennessee. He holds the Chartered Retirement Planning Counselor(SM) designation, and has completed the High Net Worth Investing Program at The Wharton School of the University of Pennsylvania along with the Family Run Business Program at the University of California, Berkeley.
Patrick is a specially qualified Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) Program. As a Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) Program, Patrick can build and manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance.