Anthony Mccallister is a financial advisor at CapSouth Wealth Management with 18 years of industry experience. He holds the Series 66 designation and has worked at CapSouth Partners, Inc. since 2006. CapSouth Wealth Management provides investment management, financial planning, institutional consulting, and other advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $1.0 billion in client assets and emphasizes diversified, long-term portfolios aligned with clients’ financial backgrounds, investment experience, objectives, and risk tolerance.

Marshall Bolden is a financial advisor with CapSouth Wealth Management in Dothan, Alabama, holding a Series 66 designation and bringing 25 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 and oversees a mortgage loan. CapSouth Wealth Management offers investment management, financial planning, and institutional consulting services to individuals, high-net-worth clients, trusts, and organizations. The firm emphasizes diversified, long-term portfolios tailored to client objectives and risk tolerance, managing approximately $1.0 billion in assets across about 330 clients.