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Home | Southern Capital Services, Inc. Southern Capital Services, Inc is a registered investment adviser Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy
About Us | Southern Capital Services, Inc. Our Story Southern Capital’s founder, Terry Nager, began his career in the securities brokerage and insurance industries He wanted to help others solve their financial problems by providing the quality of service to others that he would want for himself
My Team Members | Southern Capital Services, Inc. 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
Eric Nager | Southern Capital Services, Inc. Eric Nager CRPS ® Investment Advisor Representative, Sales Marketing eric@southerncapitalservices com (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…
Michelle Hunt | Southern Capital Services, Inc. Michelle Hunt 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
Our Services | Southern Capital Services, Inc. Online Access to Accounts Personal Assistance Annual Reviews Monthly Newsletter Tax Reconciliation Reports — shows cost basis of trades on taxable accounts at tax time Required Minimum Distribution Alerts — personal phone calls to alert clients with IRAs who need to take their annual RMD
Terry Nager | Southern Capital Services, Inc. Terry founded Southern Capital Services, Inc as a Registered Investment Advisor firm in 1982 Terry is a founding member and past president for the local chapter of the Financial Planning Association
Newsletters | Southern Capital Services, Inc. 10 Things to know about Capital Gains; February 2021 Newsletter A Quick Reference on Medicare; January 2021 Newsletter Investing: Value Versus Growth; December 2020 Newsletter This Holiday Start a Conversation with your Grown Children About Investing; November 2020 Newsletter Election Observations A Bit of History; October 2020 Newsletter
David Lindsey | Southern Capital Services, Inc. David joined Southern Capital Services, Inc in 1990 and serves as the firm's Director of Operations He is married, has two grown daughters, and four grandchildren When David is not working or spending time with his family, he enjoys woodworking and relaxing at his beach house
Charlotte Straight | Southern Capital Services, Inc. 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