4780 Ashford

Dunwoody Rd Suite 540-131 Atlanta, GA 30338

admin@tie-atlanta.org

Chitra Patel

Chitra Patel

Founder & CEO at WealthWorth

Bio

Chitra is the Founder and CEO of WealthWorth. She focuses on empowering clients to achieve their desired WealthWorth. In addition to having 18 years of experience in the financial services industry, Chitra is also a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor®.

Prior to founding WealthWorth, Chitra had a successful career in private banking and wealth management at one of the largest financial institutions in the United States. She specialized in helping high-net-worth clients’ by deeply listening and having thoughtful conversations to clarify their life and financial goals and developing a plan to help achieve them. Chitra decided to launch her own firm to be able to provide clients more focus on advice and service over the typical sales culture of larger institutions.

Investment advisory services offered through NewEdge Advisors, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors, LLC doing business as WealthWorth and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC dba WealthWorth unless a client service agreement is in place. For hyperlinks to the Investment Adviser Public Disclosure (IAPD) webpage or the Securities Investor Protection Corporation (SIPC), please refer to the “Contact and Personal Info” section.
Third party posts on found on this profile do not reflect the views of NewEdge Advisors, LLC and have not been reviewed by NewEdge Advisors, LLC as the accuracy or completeness.

Experience

  • CEO/Founder/Wealth Advisor – WealthWorth
  • Senior Vice President, Senior Private Banker – Wells Fargo Private Bank
  • Vice President, Premier Banker II – SunTrust Bank
  • Regional Bank Private Banker – Wells Fargo
  • Licensed Personal Banker 2 – Wells Fargo
  • Financial Services Associate – Prudential Financial

Education

  • Georgia Institute of Technology – BS, Management
  • Mercer University – MBA, Finance

Skills

  • Banking
  • Credit
  • Financial Services
  • Loans
  • Relationship Management
  • Commercial Banking
  • Private Banking
  • CRM
  • Wealth Management Strategies

Company Name & Logo

WealthWorth