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DONALD BOLDEN – CFP®, CLU

SENIOR WEALTH ADVISOR, PRIVATE WEALTH DIRECTOR



Donald Bolden, CEO, Senior Wealth Advisor and Private Wealth Director, dedicates his time to Private Wealth clients and the overall operation of the company. He leads by example, inspiring both his employees and his clients. Donald founded CapSouth in April 2001; his prior experience includes over seven years as a financial advisor with Merrill Lynch and over seventeen years as the founder and president of a manufacturing and distribution business. As a business owner, he gained valuable experience with and insight into the problems that small business owners encounter.

His business career began in 1973 when he joined the insurance firm founded by his father, Paul L. Bolden, where he specialized in estate planning and private client and corporate life insurance programs. His professional designations include the CFP® (Certified Financial Planner) designation, widely considered to be the benchmark for financial planning professionals and the CLU (Chartered Life Underwriter) designation.

Donald’s vision for CapSouth has been to build a firm of highly qualified individuals working together to provide:

  • Retirement plan consulting services for corporate retirement plans
  • Investment management for private and institutional clients
  • Wealth management programs for high net worth clients
  • Financial and estate planning services
  • Directed trust services
Contact Donald Bolden

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