Patti Fries serves as Chief Compliance Officer. She is responsible for the compliance program for BT Wealth Management.
Patti has over 18 years in the securities industry serving as Chief Compliance Officer and Senior Operations Manager. She was previously Series 7, General Securities Representative licensed. She has experience in compliance, operations, and client service.
In 2008, Patti completed the Investment Advisor Certified Compliance Professional Program (IACCP®). She routinely participates in a national compliance email networking group and a local Atlanta Compliance Roundtable.
Ms. Fries completed an Associate of Arts in Business Administration at Eastern Florida State College in 1982 and is currently enrolled with Liberty University’s online program. She is pursuing a Bachelor of Science in Religion: Biblical and Theological Studies. She hopes to teach Women’s Bible Studies at her church upon completion of the program.
Patti and her husband have two daughters, two sons-in-law, and three grandchildren. They enjoy spending time with family and friends and also working on home projects, paddle boarding, scuba diving, sailing, bicycling, and riding motorcycles.