Terry Nager CFP®, CLU®, ChFC®
President
(251) 626-1140, ext. 6
Terry earned his bachelor’s in “Business Administration” from Principia College. He became a CERTIFIED FINANCIAL PLANNER ™ professional in 1980...
Wendy Nelson Bailey CFP®
Vice President & Chief Compliance Officer
(251) 626-1140, ext.5 | (850) 858-3000
Wendy is a Dave Ramsey SmartVestor Pro to help with your retirement, college savings, and other investments. As a SmartVestor Pro… I believe everyone...
David Lindsey CFP®
Chief Financial Officer, Treasurer
(251) 626-1140
David E. Lindsey is a CERTIFIED FINANCIAL PLANNER™ professional and has been active in the investment industry since 1986. David received his Bachelor...
Eric Nager CRPS®
Investment Advisor Representative, Sales & Marketing
(251) 626-1140, ext. 7
Eric is a Dave Ramsey SmartVestor Pro to help with your retirement, college savings, and other investments. As a SmartVestor Pro… I believe everyone...
Michelle Hunt CFP®
Ramsey Preferred Coach, Office Manager
(251) 626-1140, ext. 2
Michelle Hunt was with Southern Capital Services, Inc. at its inception in 1982. It was during these formative years for Southern Capital Services...
Charlotte Straight
New Accounts Manager
Charlotte Straight brings to Southern Capital over 20 years of community banking experience where she served in many capacities including human...
Ashleigh Donnelly
Compliance Manager and Marketing
251-626-1140
Ashleigh Donnelly is our newest team member exemplifying both a professional attitude and a passion to serve our clients. Her seven years of...
Kristi Lawhorn
Compliance Manager & Marketing
251-626-1140, ext. 0
Kristi Lawhorn has been with Southern Capital Services, Inc. since 2008, both part time and full time. During her experience with the company, she has...
Morgan Dawson
Administrative Assistant
251-626-1140, ext. 1
Morgan Dawson joined our team in 2021, coming aboard to assist in administration, event planning, and project management. With her fondness for...
Trace Dixon
Assistant Advisor
251-626-1140, ext. 4
Trace received his BSBA in Finance from the Mitchell College of Business at the the University of South Alabama. He has lived across southern Georgia...
