It’s more than numbers.
AMWA
J. Patrick McDowell, AWMA graduated The University of Tennessee Knoxville and received a Bachelor of Science degree with a major in Finance and concentrations of study in real estate, accounting, and commercial banking.
Patrick received his Certified Property Manager (CPM) designation through the Institute of Real Estate Management and prior to joining Radian Partners, LLC, spent more than 26 years in commercial real estate and business development throughout the southeast. He has had extensive experience with portfolio management of multiple assets ranging from $40 Million up to $160 Million at any one time. He holds the General Securities (Series 7), the Investment Advisor (Series 66) and the state health, life, and variable contracts license. He also holds the Accredited Wealth Management Advisor (AWMA) designation from the CFFP. He is registered for general securities and investment advisory with Lion Street Financial and Lion Street Advisors.
Radian Partners, LLC, is an independent full service financial firm that is not owned by any wall street conglomerate or insurance company. We are industry professionals that educate clients, industry peers and students in areas of retirement planning, tax reduction, and investment risk management. The firm incorporates advanced tax planning techniques to help minimize income and estate taxes and utilizes conservative asset allocation models in order to focus on capital preservation and multi-generational wealth transfer. Other concentrations include executive deferred compensation and employee benefit programs.
Radian Partners is committed to increasing adult financial literacy; to that end, the advisors teach at institutions of higher learning, including The University of Tennessee Martin, CBU, and others.
Our Advisors
Larry J. Tolbert
MBA, CEP, AIFA
Investment Advisor Representative
J. Patrick McDowell
AWMA
Investment Advisor Representative
Jonathan P.
Sowa
AWMA
Investment Advisor Representative
W. Hugh Black
Branch Manager,
Financial Advisor
Zane
Fowler
Investment Advisor
Representative
Kyle
Harrison
Investment Advisor
Representative
Our Staff
Laurie Edwards
Executive Asst to Larry Tolbert
Karen Williams
Special Projects
It’s your money, and it should work for you!
But it doesn’t have to be traditional investments for it to build your portfolio. We help you follow your passions, so you aren’t putting things on hold.