Billy joined the firm in 2011 and is a Wealth Manager for CapSouth Wealth Management – Dothan. Billy is responsible for working with and managing private client relationships and providing ongoing assistance in CapSouth’s financial guidance program. Billy also manages CapSouth 401k’s participant education efforts and conducts individual account review meetings with plan participants. He hosts open enrollment sessions, per plan stipulations, and is available for investment counsel on an as needed basis. Billy coordinates the marketing efforts for CapSouth and CapSouth 401k.
Billy’s professional experience includes over fourteen years with BellSouth Communications in Atlanta in a systems design and sales position. In 2004, he joined the team that founded Wiregrass Church in Dothan, AL., as its Service Program Director, and later join the team that founded Cumberland Church in Franklin, TN. Billy is a 1990 graduate of Berry College in Rome, Ga., graduating cum laude with a BA degree in Communications with a Public Relations emphasis.
Billy currently resides in Dothan with his wife, Mary Lisa, and their four children.
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.