Catherine Walding

Relationship Manager at CapSouth Partners - Dothan, AL, US

Catherine Walding's Colleagues at CapSouth Partners
Lewis Robinson

Managing Director & Senior Wealth Advisor | CPA | Retirement Planning | Financial Planning

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Catherine Walding's Contact Details
HQ
334-673-8600
Location
Dothan, Alabama
Company
CapSouth Partners
Catherine Walding's Company Details
CapSouth Partners logo, CapSouth Partners contact details

CapSouth Partners

Dothan, AL, US • 20 - 49 Employees
Financial Services

CapSouth Wealth Management is a fee based independent, Registered Independent Advisory (RIA) firm with offices in Alabama, Georgia and North Carolina. CapSouth was founded in 2001 with the goal of serving individuals, families and corporate retirement plans in a more comprehensive manner than the typical industry norm of focusing primarily on investments and rates of return. Achieving some rate of return does not ensure that goals are met; it is one factor of many…it's one piece of the puzzle. Our desire was to create a financial firm that focuses on defining a client's goals, building a plan to reach those goals, and adjusting the goals and plans as circumstances change. We believe life and finances are so deeply intertwined that they cannot be separated. It is our desire not to simply manage your investments but to walk with you through life's ups and downs and ultimately to help you accomplish your goals and dreams. At CapSouth, our goal is simple. We want to help our clients achieve their One Best Financial Life®. CapSouth advisors are held to the high standard of a Fiduciary; this simply means, we are legally required to act in your best interest. Our advisors proudly accept this responsibility. CapSouth Partners, Inc., dba CapSouth Wealth Management, is an independent Registered Investment Advisory firm. CapSouth does not offer tax, accounting or legal advice. Consult your tax or legal advisors for all issues that may have tax or legal consequences.

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Details about CapSouth Partners
Frequently Asked Questions about Catherine Walding
Catherine Walding currently works for CapSouth Partners.
Catherine Walding's role at CapSouth Partners is Relationship Manager.
Catherine Walding's email address is ***@capsouthwm.com. To view Catherine Walding's full email address, please signup to ConnectPlex.
Catherine Walding works in the Financial Services industry.
Catherine Walding's colleagues at CapSouth Partners are Lauren Tidwell, Wesley Hayes, Scott Fain, Scott Bales, Lewis Robinson, Emily Bowler, Clara Villalobos and others.
Catherine Walding's phone number is 334-673-8600
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