Our Team

Our Team

DONALD BOLDEN – CFP®, CLU

PRESIDENT, SENIOR WEALTH ADVISOR

MARSHALL BOLDEN – CFA

VICE-PRESIDENT, CHIEF INVESTMENT OFFICER

ANTHONY MCCALLISTER – AIF®, J.D.

PRESIDENT AND DIRECTOR OF CAPSOUTH 401K CONSULTANTS

KARA ARMSTRONG

ASSISTANT VICE PRESIDENT

BILLY MCCARTHY

WEALTH MANAGER

CATHERINE WALDING, CRPS®

CLIENT ASSOCIATE

J. SCOTT FAIN

WEALTH MANAGER

JENNIFER FENSLEY

WEALTH ADVISOR

LEWIS ROBINSON

MANAGING DIRECTOR, SENIOR WEALTH ADVISOR

LYNN LOWREY

RELATIONSHIP MANAGER

MEREDITH AGAN

DIRECTOR OF OPERATIONS

VALARIE WEISIGER

RELATIONSHIP MANAGER

Schedule a Consultation

We are driven by relationships and we would love to start one with you. Contact us today to schedule your consultation.

CapSouth Partners, Inc. is an independent Registered Investment Advisor.
Investment advisory services offered through CapSouth Partners, Inc., dba, CapSouth Wealth Management.
CapSouth Partners, Inc. does not provide tax or legal advice.

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