100 W. MLK BLVD, Suite 300
Chattanooga, TN 37402
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!
February 1st or 5th
Your Dream Retirement
Principles of Retirement Planning
Partner & Senior Investment Advisor
Clay joined Southport Capital in 2001 and has served as the company’s President previously. Clay began his investment career at Merrill Lynch in 1996 and also served as Vice President of Trust Investments at SunTrust Bank. Before initiating his investment career, Clay enjoyed success as a Major League baseball pitcher for the New York Yankees, Detroit Tigers, and Seattle Mariners. He received a Bachelor’s in General Education from Louisiana State University where he played football and baseball for the Tigers. Outside of work Clay has been involved in various ministries along with speaking engagements. Clay conducts and assists with various sports clinics, and also participates in masters track and field events and Senior Olympics. Clay resides in Hixson with his wife, Barbara, youngest daughter, Jeanna, and dog, Goose.
Chief Compliance Officer
Jennifer works as the Chief Compliance Officer (CCO) and Operations Manager for Southport. She started her career with major commercial banks both focusing on the personal trust group and the endowment and foundations group. She joined the Southport group in 2004 and now has exceeded over 18 years of experience within the financial industry field.
Jennifer is in charge of overseeing and managing the firm’s compliance issues. She ensures the firm is complying with regulatory requirements and ensure the employees are complying for the firm’s internal policies and procedures.
Jennifer leads her life with the determination to make each day better and focuses on aiding the continuous growth of Southport. Her spare time is filled with her husband Derrick, her children, and her grandbabies.
Chief Financial Officer
Jim is a 1981 graduate of the University of Alabama with a BS in Accounting and was a scholarship member of both the track and cross-country teams. He is a CPA and has held a Series 7 brokers license while a Financial Consultant with Merrill Lynch in the late 1990’s and also a Series 65 as an independent Registered Investment Advisor for several years. He has provided contract compliance and accounting services to Southport in the past before taking the full time of the CFO role this past year.
Wendy joined the Southport Capital team in 2016 as additional operational support. She
graduated Young Harris College in 2005 with an Associate’s Degree in Art. Prior to joining
Southport, she had three years financial experience in public banking and several years in administration. During her down time, Wendy enjoys reading, fishing, hunting, watching baseball and sharing time with the ones she loves, especially her son, Jace.
Director of Marketing
Sarah has worked with the Olympic Boxing Committee, Kids and Pros, and other various organizations in California and Chattanooga. She currently spends her time reading WW2 books and hanging out with her little boy Beau.
By education, Joel is an Industrial Engineer and has an MBA. That laid the foundation for his approach to long term, process-based Retirement Planning. Because of the Country’s need for Soldiers, Joel joined the Army National Guard at the age of 30 and is now a Major in the Reserves. As an Officer, he has become an expert teacher and leader. Joel has a wife of 12 years and a daughter that is 9. They reside in Franklin, TN.
Out of college, Joel spent 15 years in the Energy Industry, primarily with Johnson Controls and Trane. In 2011, he formed The Inspired Workplace, an employee engagement consulting company. In 2018, Joel began formally advising clients on their insurance and retirement needs and is now an Investment Advisor with Southport Capital.
Through community based Social Security Workshops, Joel is able to directly help people understand the complexities of Social Security. This, in turn, leads to being able to integrate Social Security and other income streams into the decision-making process for potentially one of the best times of one’s life: Retirement!
Operations Assistant & Trading
Haley is an avid reader, a wine connoisseur, and a Disney fanatic. There’s nothing she enjoys more than being surrounded by family and friends, hopefully somewhere sunny. She and her husband, Aaron, are long-time residents of the Chattanooga area where they plan on staying to raise their two greatest accomplishments, Tessa and Clark.