North Carolina Office
Mount Airy, NC
228 Franklin Street
Mount Airy, NC 27030
Southport Capital offers two different workshops, Maximizing Social Security and Your Dream Retirement. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
Maximizing Social Security
Learn how the new tax law changes can affect you and your benefits!
October 29th or November 2nd
November 7th or November 12th
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the various methods families are using to avoid the delays and legal fees of Probate Court. Learn various methods and Best Practices to protect your family from unnecessary legal fees and wasted time in Probate..
More dates coming soon!
Prior to joining Southport Capital, Britt was a Financial Advisor with Bank of America Investments and Edward Jones. Britt has 16 years of investment experience.
Britt and his wife Kristie have three children and a grandson. Outside of work Britt has coached various girls basketball teams but now enjoys attending his daughter’s high school basketball games.
Mary Brim joined Southport Capital in March of 2013. Mary received her accounting degree in 1982 from Kings College in Charlotte, North Carolina. She brings to Southport Capital over three decades of accounting experience. She has 10 years of experience in financial services, taking care of all administrative client needs.
Prior to joining the Southport Capital team, Mary worked in the Automotive Parts and service industry for 27 years. Mary also worked as an administrative assistant for HD Vest for 7 years and as a tax preparer with H & R Block for 7 years. She has been married to her husband Shane for 15 years and has two children. She enjoys playing golf, traveling and spending time with her family.
Penny joined Southport Capital in 2012 and brings over two decades of financial service experience to the team. Penny attended UNC-Greensboro and Surry Community College, earning a degree in Accounting. Prior to joining Southport, she worked with an Independent Representative of H.D. Vest Investment Services. Penny started her career performing administrative duties and within a couple of years, she became a licensed Investment Representative.
Before her start in financial services, Penny prepared taxes for H&R Block and also worked as a bookkeeper for small businesses in the Mount Airy area. She currently resides in Mount Airy, North Carolina with her husband Ray. They have two children and two grandchildren. Outside of work, Penny enjoys spending time with her family, reading, and riding motorcycles.