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Donald Bolden is the founder and president of CapSouth Wealth Management, dedicating his time to both corporate retirement plan clients and private clients, as well as the overall operation of the firm. 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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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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