Southern Capital Services Inc

Terry Nager is a CFP® and ChFC® with 34 years of industry experience. He has been with Southern Capital Services, Inc. in Daphne, AL since 1982. Southern Capital Services, Inc. is a team advisory firm that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides ongoing investment supervisory services, prepares written Investment Policy Statements, and manages diversified portfolios using both fundamental and technical analysis with documented risk tolerances.

Larry Dixon is a financial advisor at Southern Capital Services Inc with three years of industry experience. He holds a Series 65 designation and has worked at Southern Capital Services since 2021. Outside of his advisory role, he assists as a Music/Tech Ministry Intern at Jubilee Baptist Church. Southern Capital Services, Inc. is a team advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides ongoing investment supervisory services, combining fundamental and technical analysis with both long-term and short-term strategies, managing portfolios across various asset classes.

David Lindsey is a CFP® with 34 years of experience in financial advising. He has been with Southern Capital Services, Inc. since 1991. Southern Capital Services, Inc. is a team advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing investment supervisory services, prepares written Investment Policy Statements, and manages diversified portfolios using a combination of fundamental and technical analysis alongside both long-term and short-term trading strategies.

Wendy Nelson Bailey is a CFP® with 19 years of industry experience, currently serving as an advisor at Southern Capital Services Inc since 2011. She holds Series 63 and Series 65 licenses and is based in Daphne, Alabama. Southern Capital Services, Inc. is a team advisory firm that serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm provides investment supervisory services with written Investment Policy Statements and manages diversified portfolios using both fundamental and technical analysis, employing long- and short-term strategies tailored to each client's risk tolerance.

Michelle Hunt is a CFP® professional with seven years of industry experience, currently serving as an advisor at Southern Capital Services, Inc. in Fayetteville, TN. She has been with Southern Capital Services since 2018 and has worked in the firm since 2007. Southern Capital Services, Inc. is a team advisory firm serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, managing portfolios across various asset classes with documented risk tolerances and regular account reviews.

Eric Nager is a Series 65 licensed financial advisor with Southern Capital Services, Inc., where he has worked for 26 years. He has 13 years of industry experience and serves as a senior financial analyst at The First Church of Christ, Scientist. Nager is also a member of the Global USA Advisory Board and adjunct faculty at the University of South Alabama, focusing on international student programs. Southern Capital Services, Inc. is a team advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using a combination of fundamental and technical analysis, offering both long-term and short-term trading strategies with risk tolerances documented in client Investment Policy Statements.