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PRESIDENT’S LETTER

Thank you for your interest in Southport Capital and for visiting our website. We welcome the opportunity to introduce ourselves, and to express how we operate as an independent firm.

Southport Capital was founded in 1992, as a SEC Registered Advisory Firm. We started with an office in Tennessee and South Carolina and have grown to offices in nine states with clients across the majority of the fifty states. We have helped countless individuals and organizations over the years manage their wealth by investing wisely with their personal goals in mind. As a registered investment advisor, Southport Capital is required by the Securities and Exchange Commission to adopt and enforce a code of ethics and compliance that establishes the standards of conduct and culture that make our fiduciary responsibility to our clients come first. As CEO and President of Southport Capital, I assure you that our team focuses on individual attention to our clients by creating and developing customized plans for your objectives.

Customized, personal service is the cornerstone and mission statement of our company. Our advisors and support staff take great pride in supporting the needs of our clients by building strong, long term relationships over generations, providing innovative custom solutions, and constantly researching their business challenges.

Southport Capital has assembled a broad variety of fee-based advisory programs for  both personal and businesses of our clients. More importantly, we also provide the guidance and counsel needed to fully utilize all the resources available on our platforms. In addition, Southport Capital affords access to trust services, estate planning consultants, 401K Plans, and a general insurance agency for fixed insurance needs (including the complicated Medicare choices available). We subscribe to and utilize the top research firms, as well as the most up to date cloud-based technology, along with internal audits and a Compliance consultant to always be aware of changing rules.

We are true advocates of continuing education and the never-ending pursuit of personal and professional development. We believe that perpetual success requires perpetual learning and our success depends on how successful we are for you. Please feel free to contact me at any time with questions or concerns.

 

Sincerely,
John Woods, CEO, and President

Meet Our Team!

John Woods

John Woods

President/CEO

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Clay Parker

Clay Parker

Partner/Senior Investment Advisor

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Jim Woods

Jim Woods

Partner/Senior Investment Advisor

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Mike Mooney

Mike Mooney

Partner/Senior Investment Advisor

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Lynne Witmer

Lynne Witmer

Portfolio Manager

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Bruce Goldstein

Bruce Goldstein

Portfolio Manager

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Darold Brooks

Portfolio Manager

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Jennifer Greene

Jennifer Greene

Chief Compliance Officer and Operations Manager

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Wendy Railey

Wendy Railey

VP of Operations

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Britt Wright

Britt Wright

Portfolio Manager

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Cody Kirk, CFP®

Cody Kirk, CFP®

Financial Planner | Investment Advisor

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Susan Naive

Susan Naive

Portfolio Manager

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Artie Brown

Artie Brown

Senior Portfolio Manager

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Jonathan Miles

Jonathan Miles

CFP & Director of Financial Planning

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Sarah Halloran

Sarah Halloran

Director of Marketing

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Justene Manley

Justene Manley

Office Manager/HR

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Haley Sanchez

Haley Sanchez

Operations Assistant/Trade

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Georgette DiPalma

Georgette DiPalma

Client Relationship Administrator

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Paul DiPalma

Paul DiPalma

Business Development

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Iris Israel

Iris Israel

Client Services/Compliance Assistant

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Julie Jones

Julie Jones

Business Development

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Mary Brim

Mary Brim

Portfolio Administrator

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Penny Flippen

Penny Flippen

Business Development

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Sarah Muffoletto

Sarah Muffoletto

Portfolio Administrator

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Lucinda Baggett

Lucinda Baggett

Client Relationship Administrator

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Ryan Arasi

Ryan Arasi

Administrative Assistant

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Connie Rhea

Connie Rhea

Client Relationship Administrator

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      Terms of Service

      These documents are for general information and educational purposes only, and must not be considered an investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision.

      All investments involve risk. There can be no guarantee that the strategies, tactics, and methods discussed here will be successful. Shares may be more or less valuable than purchase price at any time in the future. Any performance-related numbers referenced are not verified and are being used for informational purposes only.

      Copyright © 2019 Southport Capital®