Daphne, AL Office

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.