Advisors at this firm
Robert D
Series 65
Baton Rouge, LA
Capital South Wealth Management, LLC
Robert Dufrene is a financial advisor at Capital South Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background in academia, having worked at Louisiana State University in various roles since 2000, including Assistant Director at the Gordon A. Cain Center since 2019. Capital South Wealth Management serves individual and high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and retirement-plan advisory services through a team of four advisors managing approximately $83.6 million in client assets. The firm emphasizes personalized investment goals, asset allocation, and ongoing client engagement through regular reviews and educational seminars.
Ryan G
CFP®, Series 66
Baton Rouge, LA
Capital South Wealth Management, LLC
Ryan Gisclair is a CFP® professional with 13 years of experience in financial advising. He is currently with Capital South Wealth Management, LLC, where he has worked since 2016, and also maintains a role at Life Brokerage LLC since 2017. Outside of advisory work, he serves as president of the Estate & Business Planning Council of Baton Rouge and holds board positions with local nonprofit organizations focused on criminal justice and education. Capital South Wealth Management serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm operates as a four-advisor team and emphasizes personalized portfolio management with regular reviews, along with educational seminars and a wrap fee program.
Thomas T
Series 65
Baton Rouge, LA
Capital South Wealth Management, LLC
Thomas Taylor is a financial advisor at Capital South Wealth Management, LLC in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked at Drax Biomass, P&S Surgical Hospital, Moebiz, and the Ouachita Parish Clerk of Court. Capital South Wealth Management serves individual and high-net-worth clients through discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm operates as a four-advisor team managing approximately $83.6 million in client assets and offers services including quarterly portfolio reviews and public seminars.
James B
CFP®, ChFC®, Series 66
Baton Rouge, LA
Capital South Wealth Management, LLC
James Bayard is a CFP® and ChFC® with 12 years of industry experience. He has worked at Capital South Wealth Management, LLC since 2016 and has been involved with Life Brokerage LLC as an insurance agent since 2017. Bayard's background includes roles at LPL Financial and Cetera Advisors. Capital South Wealth Management serves individual and high-net-worth clients with discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm operates as a four-advisor team managing approximately $83.6 million in client assets and offers a discretionary portfolio management approach with individualized goals and quarterly reviews.
