Anthony serves as Director of the CapSouth 401k Consultants, CapSouth Wealth Management, Inc.’s Corporate Retirement Plan Division. He has been with the firm since November 2006. Prior to CapSouth, he practiced law in the private sector.
Anthony graduated from Auburn University in 1996 with a Bachelors of Science degree in Business Administration. In 2000, he earned his Juris Doctor from the Thomas Goode Jones School of Law, and in April 2001 he was admitted and authorized to practice law in all the courts of the State of Alabama, as well as the United States District Court for the Middle District of Alabama. He was later admitted to practice law in the United States Court of Appeals for the Eleventh Circuit. He is a member of the Alabama Bar Association. In 2007, Anthony earned the Accredited Investment Fiduciary Designation (AIF®) from the Center for Fiduciary Studies. He also holds the 66 license and insurance licenses.
As Director of the CapSouth 401k Consultants, Anthony is primarily responsible for coordinating and facilitating all aspects of the corporate retirement plan client relationship. Areas included in this oversight are plan design, investment due dilegence, participant educational programs, and corporate retirement plan committee 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.