Notley Sidney “Sandy” Maddox

Services Offered

• Investment portfolio management
• Estate planning
• Long-term care planning
• Life insurance planning
• Retirement planning

About

Notley Sidney "Sandy" Maddox is a financial planner based in Chattanooga, Tennessee, serving as President, Partner, and Portfolio Manager for Capital Square, LLC. He specializes in building customized investment portfolios for clients, small business owners, and institutions with investment assets exceeding $2 million. Sandy also addresses various financial planning topics, including estate planning, long-term care, life insurance, and retirement planning. He is committed to providing access to professional management for clients with smaller asset sizes on an exception basis.

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