South Shore Capital Advisors, LLC

Caitlin Appleton is a financial advisor at South Shore Capital Advisors, LLC in Boston, MA, holding Series 65 and Series 66 licenses with 11 years of industry experience. She has been with South Shore Capital Advisors since 2018. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, corporations, and other businesses with customized separate account management and financial planning without separate fees. The firm uses fundamental analysis and a buy-and-hold strategy for globally diversified portfolios, incorporating ESG integration through a structured questionnaire and third-party ratings when requested.

Taylor Thomas is a financial advisor at South Shore Capital Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with South Shore Capital Advisors since 2006. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, corporations, and other businesses through customized separate account management and financial planning without a separate planning fee. The firm employs a fundamental, buy-and-hold investment approach focused on undervalued securities within globally diversified portfolios and integrates ESG factors using a structured questionnaire and third-party ratings.

Lowell Thomas III is a CFA® charterholder with 17 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, corporations, and other businesses through customized separate account management and financial planning without a separate planning fee. South Shore Capital Advisors employs fundamental analysis and a buy-and-hold investment approach, integrating ESG factors for clients who request it and managing approximately $217 million in assets as of December 31, 2024.