Contact Us  (423) 664-4508

Upland Office

Upland, CA

400 N Mountain Ave Ste 202 

Upland, CA  91786

(909) 579-6470

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

Learn how the new tax law changes can affect you and your benefits.

TBA

Atlanta, GA

Your Dream Retirement

Coming Soon.

TBA
Atlanta, GA

John Woods

President and CEO
Email

Bio

John J. Woods is in his 33rd year of the financial consulting business, and spent the last twenty six years as Executive Director of Oppenheimer and Company. Prior to that, John was Vice President at Lehman Brothers. He is President of Friends of Chastain Park Foundation, serves on the Board of 643 Baseball Foundation, serves on the football committee of NYO – where he coached for 17 years, and is the Chairman of Walton High School Touchdown Club. John is currently the owner of the Chattanooga Lookouts and also sits on the board of three companies.

John attended Tennessee Tech where he was a member of the football team. He attended the Wharton Executive School of Business and studied for his CIMA. John has bought, started, and sold many businesses. John is also the former Owner of 7 Speed and Agility Facilities, owned Sports A Rama and Honeycutt Sports. 

John is the father to four boys and husband to Janelle Blaylock Woods. His two oldest sons played football for Kentucky, his 19 year old son is a Freshman football player for Georgia, and he has a 14 year old son currently attending Walton High School, who plays football and 643 baseball.

Lynne Witmer

Portfolio Manager
310-286-0388

Bio

Lynne joined Southport Capital in May of 2014. Lynne brings 15 years of experience in the Financial Services industry to the team. She was born and raised in State College, Pennsylvania and attended Penn State University. She began her career with PNC Financial working for PNC Bank, then achieving her life insurance and brokerage licenses prior to transitioning to PNC Financial. Lynne also worked with TransAmerica, where she traveled throughout the Northeast training Financial Advisors and Insurance Agents on mutual funds and annuities.

Lynne enjoys spending time with her wife, three-year-old daughter Ella, and her Maltese Lucy. She also enjoys cooking, reading, and football; especially the Nittany Lions of Penn State!

Julie Jones

Business Development
770-693-0346

Bio

Julie is a Financial Planner 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), Insurance/Annuity License and Variable Annuity Licenses. She is currently enrolled in a study program working toward a CFP designation. She’s been married 22 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.

Iris Israel

Client Services
770-693-0160

Bio

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.

Ryan Arasi

Client Services
770-988-5081

Bio

Ryan is an Administrative Assistant at the Atlanta branch of Southport Capital. He’s been with the firm since 2017.

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. 

 

 

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®