Our Team

MEREDITH AGAN

DIRECTOR OF OPERATIONS


Meredith is the Director of Operations for CapSouth Wealth Management. Part of her responsibilities are to ensure that our clients receive the best possible service, assist our client with various requests, acknowledge milestone events in our clients’ lives and assist in maintaining and growing the relationship between the client and CapSouth. She enjoys getting to know and developing friendships with our clients.

Meredith is a graduate of the University of Alabama at Tuscaloosa and has worked in the financial industry for over 9 years. Prior to joining CapSouth, she was a financial services associate with AmSouth Bank.

A Dothan native, Meredith enjoys spending time with her husband and two sons. A strong believer in community involvement, Meredith formerly served on the boards of the Dothan Landmark Foundation and the Southeast Alabama Community Theatre. She is also an active member of the Episcopal Church of Nativity. Her hobbies include running, reading, the arts, traveling and college football.

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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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