Terry earned his bachelor’s in “Business Administration” from Principia College. He became a CERTIFIED FINANCIAL PLANNER ™ professional in 1980, becoming the second CFP® in the Mobile, Alabama area.
Wendy is a Dave Ramsey SmartVestor Pro to help with your retirement, college savings, and other investments.
As a SmartVestor Pro…
David E. Lindsey is a CERTIFIED FINANCIAL PLANNER™ professional and has been active in the investment industry since 1986.
Eric is a Dave Ramsey SmartVestor Pro to help with your retirement, college savings, and other investments.
As a SmartVestor Pro…
Michelle Hunt was with Southern Capital Services, Inc. at its inception in 1982. It was during these formative years for Southern Capital Services, Inc. that Michelle earned her CERTIFIED FINANCIAL PLANNER™ certification and taught the “Successful Money Management” seminars.
Charlotte Straight brings to Southern Capital over 20 years of community banking experience where she served in many capacities including human resources, vendor management, and accounts payable.
Ashleigh Donnelly is our newest team member exemplifying both a professional attitude and a passion to serve our clients.
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 been involved in project management, designing, event planning, and administrative work.
Morgan Dawson joined our team in 2021, coming aboard to assist in administration, event planning, and project management. With her fondness for hospitality and genuine attentiveness to our clients and their needs, Morgan has proven herself to be a valuable asset to our Southern Capital team.
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 and Alabama, from Savannah, to Demopolis, to down here in the Mobile region.
