MEREDITH AGAN

Meredith is the Operations Specialist for CapSouth Wealth Management. Part of her responsibilities are to ensure our clients receive the best possible service as well as develop and implement processes and procedures for the day to day operations for the company. She enjoys getting to know our clients and assist in maintaining and growing the relationship between them and CapSouth.

Meredith is a 2000 graduate of the University of Alabama at Tuscaloosa and has worked in the financial industry for over 10 years. Prior to joining CapSouth, she was a financial services associate with AmSouth Bank (now Regions).

A Dothan native, Meredith enjoys spending time with her husband, David, and 2 sons, Henry and George. A strong believer in community involvement, she currently serves on the board for the Cultural Arts Center and is a member of the Episcopal Church of the Nativity. Outside of work, Meredith enjoys spending time with family and friends, Orangetheory Fitness, reading, the arts, traveling and college football.