CapSouth Wealth Management

Allison Doty is a CFP® with five years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management since 2018. Her prior roles include positions at Gypsy Threads and Ashford Advisors as well as work at the University of Mississippi. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified, fundamental analysis-driven investment approach with both long-term and tactical strategies.

Patrick Malloy is a CFP® with 13 years of industry experience, currently serving as an advisor at Waypoint Wealth Counsel LLC. His prior experience includes roles at Wela Strategies, Inc. and Capital Investment Advisors, LLC. Waypoint Wealth Counsel is an SEC-registered wealth management firm that serves individuals, pensions, foundations, trusts, and charitable organizations. The firm offers discretionary portfolio management and financial planning, focusing on individualized portfolios with a disciplined risk-management approach across various asset classes, including equities, fixed income, and alternatives.

Braxton Pettey is a financial advisor at CapSouth Wealth Management with a Series 65 credential and one year of industry experience. His prior roles include positions at TCI Wealth Advisors and the University of Arizona Student Union. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and offers diversified portfolios with both long-term and shorter-term strategies, supported by a multidisciplinary team including a CPA and an attorney.

Jennifer Fensley is a CFP® and Series 65 credentialed advisor at CapSouth Wealth Management with eight years of industry experience. She has been with CapSouth Partners Inc since 2017 and previously worked at Spectrum Brands Global Batteries & Appliances for four years. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering a range of strategies and fiduciary services.

Donald Bolden is a CFP® professional with 24 years of industry experience, currently serving at CapSouth Wealth Management since 2004. He holds Series 63 and Series 65 licenses and is based in Dothan, Alabama. Outside of his advisory role, he is a partner and manager of real estate LLCs unrelated to his investment work. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team offering both discretionary and non-discretionary services with a focus on diversified, fundamentally analyzed portfolios.

Christopher Kelly is a CFP® with nine years of industry experience, currently serving as a financial advisor at CapSouth Wealth Management. Prior to joining CapSouth Partners Inc in 2025, he worked for 14 years at Chemung Canal Trust Company. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a long-term, buy-and-hold investment approach while incorporating shorter-term trading and options strategies when appropriate.

Peter Ramsey is a financial advisor at CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Home Oil Company. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a diversified investment approach combining fundamental analysis with both long-term and opportunistic strategies.

Anthony Mccallister is a financial advisor at CapSouth Wealth Management with 17 years of industry experience. He holds a Series 66 designation and has been with CapSouth Partners, Inc. since 2006. CapSouth Wealth Management provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a long-term, fundamental analysis-based investment approach while allowing flexibility for shorter-term strategies and options.

Marshall Bolden is a financial advisor with CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation and 24 years of industry experience. He has been with CapSouth Partners, Inc. since 2004. Outside of his advisory role, he is a member and co-owner of J&M Properties LLC, where he manages financial records related to mortgage financing. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and employs a multidisciplinary team to deliver diversified portfolio strategies and fiduciary services.

Emily Dougherty is a financial advisor at CapSouth Wealth Management in Dothan, Alabama, holding a Series 65 designation with one year of industry experience. Prior to her current role, she worked at Allworth Financial and has a background that includes positions in collegiate athletics and education. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a diversified investment approach with a long-term, buy-and-hold orientation while allowing for shorter-term strategies and offers ERISA fiduciary services along with comprehensive planning tools.

Paul Robinson is a financial advisor at CapSouth Wealth Management with 13 years of industry experience. He holds a Series 65 designation and has been with CapSouth Partners since 2012. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a multidisciplinary team approach, combining fundamental analysis with both long-term and tactical investment strategies.

Scott Mc Dowall is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He has been with CapSouth Partners, Inc., now operating as CapSouth Wealth Management, since 2015. The firm provides discretionary and non-discretionary investment management, financial planning, and institutional consulting to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and retirement plans. CapSouth manages approximately $884 million in assets and employs a long-term, fundamentally driven investment approach supplemented by tactical strategies and partnerships with select sub-managers.

Robert Galloway is a financial advisor at CapSouth Wealth Management in Covington, GA. He holds a Series 65 designation and has recently begun his career in the industry, joining CapSouth Partners in 2025 after a year at Claris Financial Advisors. Prior to entering financial services, his work experience includes roles at Texas Roadhouse and the University of Georgia. CapSouth Wealth Management provides investment management, financial planning, and institutional consulting to individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm manages approximately $884 million in assets and offers a range of strategies combining fundamental analysis with long-term portfolio management, supported by a multidisciplinary team that includes a CPA and an attorney.