Notley Sidney "Sandy" Maddox

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General Info

Currently serving as President, Partner, and Portfolio Manager for Capital Square, LLC, Sandy Maddox currently prefers to build investment portfolios for clients, small business owners, and institutions with investment assets in excess of $2 million by providing them with customized investment plans, recommendations, and services. Normally, other planning topics are reviewed and these include estate planning, longterm care issues, life insurance, and retirement planning. He does accept clients with smaller asset sizes on an exception basis as he believes everyone should have access to professional management. Sandy started his career in financial services and investments with Merrill Lynch in 1991, then continued with AmSouth Investment Services, Inc. through 1998. He became the Branch Manager and Registered Principal for Raymond James Financial Services, Inc., after joining that firm in 1998 and continuing through 2008. Forming Bellwether Investment Group, LLC, with his partners in 2008, he has accumulated over 29 years in the industry.

Extra Phones

Phone: (423) 803-4680

Other Link

https://capitalsquare.biz/notley-sidney-sandy-maddox

Categories

Investment Advisory Service, Financial Planning Consultants, Investment Securities

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Details

Phone: (423) 877-6708

Address: 6740 Executive Oak Ln, Chattanooga, TN 37421

Website: https://capitalsquare.biz/notley-sidney-sandy-maddox