Upcoming Workshops

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

When:

November 17, 2021

Atlanta, GA

Jim Woods, Certified Financial Fiduciary CFF®

Partner/Senior Investment Advisor

Conrad Levesque, CPA CFP®

Investment Advisor

Kevin Beahan

Investment Advisor

Iris Israel

Client Services / Compliance Assistant

Julie Jones, FPQP®

Financial Paraplanner Qualified Professional

Ryan Arasi

Administrative Assistant

Sharon Brazeal

Administrative Assistant

Jim Woods, Certified Financial Fiduciary CFF®

Partner/Senior Investment Advisor

Jim joined Southport Capital in 2008 and serves as the Senior Portfolio Manager at Southport Capital. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts.

Born and raised in Chattanooga, Tennessee, Jim came to Atlanta to attend the Georgia Institute of Technology, where he played varsity football for four years and graduated in 1977 with a Bachelor of Science in Industrial Management.

The first four years of his business career was spent in the insurance industry with Moye Financial Associates. He started his Wall Street career at Merrill Lynch in 1981. Jim has had an extensive career of money management at Bear Stearns, Shearson Lehman Brothers, and Robinson-Humphrey Co., with his last nineteen years being spent at Oppenheimer & Co. Inc. in Atlanta, Georgia, before joining Southport in 2008.

Jim and his wife Terri are now empty nesters in Marietta, Georgia, having successfully raised an attorney and two USMC officers.

Conrad Levesque, CPA CFP®

Investment Advisor

Conrad is a Certified Financial Planner and Certified Public Account. He attended Kennesaw State University, graduating with a Bachelor’s in Business Administration. He went on to earn an additional degree, a Bachelor of Science in Accounting, before receiving his CPA designation. In addition to his position as financial advisor with Southport Capital, Conrad is also President of Levesque & Associates, a tax advisory and accounting firm located in Historic Marietta, GA.

After more than a decade in the tax and accounting, Conrad expanded his services to include consulting and financial planning, focusing primarily on individuals and small to medium-sized businesses. He believes in the value of a comprehensive financial plan, methodically evaluating each client’s life goals, risk tolerance, investment goals, retirement objectives, and estate needs. He leverages his extensive understanding of tax law and application to not only help clients reach goals but mitigate any tax impact. Though Conrad enjoys helping any client that he can, his advisory and tax practices specialize in:

• Closely-held business owners and investors
• Dynastic families
• Pre-retirees
• Non-Profits
• Business succession planning

In his free time, Conrad enjoys playing golf, spending weekends on the lake, and playing with his niece and three nephews. He and his wife, Chelsea, reside in West Cobb with their two rescue dogs, Mary Jane and Drake.

Kevin Beahan

Investment Advisor

As a Registered Investment Advisor, Kevin takes pride in learning his clients’ individual goals and building out a personalized investment strategy to get there. Based on more than 15 years of financial experience, Kevin educates his clients on the risks and the rewards of each financial choice to, together, create the best portfolio to achieve their long-term aspirations.

Originally from New York, Kevin brings expertise from some of the nation’s top financial institutions including Merrill Lynch, Edward Jones, and Credit Suisse to his portfolio of clients at Southport Capital. He understands that each client is unique with individual goals and draws on his knowledge to craft integrated wealth management plans to help them reach their financial targets.

Kevin and his wife Stephanie live in Smyrna, Georgia with their two dogs Kirra and Lucy. He enjoys travel, cooking, exploring new cultures and is an avid road biker. Through The Leukemia and Lymphoma Society’s Team in Training program, Kevin has raised more than $10,000 for blood cancer research and has participated in 3 century (100-mile) road bike races.

Iris Israel

Client Services / Compliance Assistant

lris has over 30 years of experience in the financial services industry. lris began her career with Dean Witter Reynolds in Tampa, Florida and then with Paine Webber in Mission Viejo, California where she worked with a top Municipal Bond trader. Most recently, she was a Senior Financial Associate at Oppenheimer & Co. in Atlanta, Georgia for 23 years. She has extensive Client Service relationship experience and the necessary skills for Compliance.

Iris is married to John Israel, and they have 2 grown sons with families in Utah and San Diego. lris studied Marine Science at Temple University and was planning for a career in that industry, but life took her in another direction. She is currently active in Equine and Canine Rescue with Save the Horses and Golden Rescue of Atlanta, she also enjoys cooking, dancing and the beach.

Julie Jones, FPQP®

Financial Paraplanner Qualified Professional

Julie is a Financial Paraplanner Qualified Professional and handles portfolio administration in the Atlanta branch of Southport Capital. She joined the firm in 2016, coming from Oppenheimer & Co where she was a Senior Client Services Associate for 5 years. She began her financial career in 1979 at Lehman Brothers Kuhn Loeb as a Registered Sales Assistant. Prior to joining Oppenheimer, she employed her knowledge and skill as a certified Consultant Group Analyst at Morgan Stanley Smith Barney, working with high net worth clients. A native Californian, Julie attended Grossmont College and San Diego State where she obtained her Associate’s degree in Radio and Television Production. After relocating to the Atlanta area, she continued her education at Kennesaw State University where she studied Secondary Math and Science Education. She holds her General Securities Representative License (Series 7), the Uniform Securities Agent State Exam (Series 63), Uniform Securities Agent State Law Exam (Series 66) and Insurance/Annuity Licenses.

She’s been married 26 years and has 2 adult sons. She unwinds in the evenings and weekends by either riding motorcycles with her husband and friends or by creating whimsical, yet functional pottery that can be found in galleries in Georgia and Kentucky. She also is active in her church and church choir.

Ryan Arasi

Administrative Assistant

A native of Atlanta, he graduated from Georgia Institute of Technology in 2008 with a degree in International Relations. He is currently working towards his CFP designation.

Sharon Brazeal

Administrative Assistant

Sharon Brazeal comes to Southport Capital with over 30 years of Executive Administration and Office Management experience. She has worked with such companies as Turner Broadcasting and Nortel Network. She spent 9 years at Intercontinental Exchange (NYSE) in roles such as supporting the CEO and project coordinator on an 85 million building renovation project.

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