CapSouth Wealth Management

02/05/2026

A big congratulations to Annie Hall!

We’re excited to share that Annie has earned her Financial Paraplanner Qualified Professional (FPQP®) designation, a great accomplishment that reflects her dedication and growing expertise in financial planning and client service.

What makes this even more meaningful is that with Annie’s completion, our entire Client Service Associate team at CapSouth is now FPQP certified. What an incredible milestone and a true testament to the strength of this group.

Our CSAs do so much more than support the process behind the scenes. They help keep everything running smoothly, stay closely connected to our clients’ needs, and make sure the entire planning experience feels personal and thoughtful.

We’re proud of Annie, proud of this team, and grateful for the level of care they bring every day.

Please join us in congratulating Annie and celebrating our amazing CSA team!

01/22/2026

As CapSouth celebrates 25 years, we’re stepping into our next chapter with gratitude and a clear vision for the future.

Over the past two years, we have been preparing for this moment by investing in leadership development, strengthening how we serve clients, and ensuring continuity for the future of the company. This work has been thoughtful, deliberate, and guided by a long-term view.

As part of this evolution, Marshall Bolden now serves as Chief Executive Officer, and Jennifer Fensley serves as President, continuing her leadership of the Personal Wealth Division. Kara Armstrong continues as Chief Operating Officer and Chief Financial Officer, and Anthony McCallister continues in his role as General Counsel and Retirement Plan Advisor.

Founder Donald Bolden remains actively involved, supporting the executive team and stewarding the culture he helped build.

What has always defined CapSouth remains unchanged. Our commitment to thoughtful planning, disciplined advice, and wealth on purpose for a life well lived continues to guide our work with clients and our team.

We’re grateful for the clients, partners, and team members who have been part of our journey, and we are excited for what’s ahead.

01/14/2026

Happy mid-week! We’re all running full speed, and dinner still sneaks up on us every time.
You may be wondering, “Is this wealth management content?” Nope! Just life management. 🙂
Here’s some help from The Pioneer Woman.
👉 https://loom.ly/sTQpJu8

It doesn't get easier than creamy lemon herb chicken!

01/12/2026

Today we’re celebrating a big milestone, Scott McDowall’s 16th anniversary at CapSouth!

Scott has made a meaningful and lasting impact on CapSouth. He brings a steady commitment to clients, a calm professionalism, and a genuine dedication to doing things the right way. Scott builds trust by listening carefully, remembering the details that matter most, and always acting in his clients’ best interests.

What truly sets Scott apart is how genuine he is. He works incredibly hard, often behind the scenes, and does so with humility, care, and a steady smile. His presence makes our team stronger and our clients feel confident and cared for.

We are incredibly grateful for the impact Scott has made and continues to make. We’re lucky to call him both a teammate and a friend.

Happy 16th anniversary, Scott. Thank you for everything you do!

01/08/2026

"I didn't work this hard just to be too old to enjoy it."
Many accomplished professionals are excellent at the grind.
But what's harder is slowing down long enough to ask: Am I building the kind of life I most want to live?
That kind of clarity doesn't just show up. It's built by making choices today that create options for tomorrow.
And starting early doesn't mean you're checking out. It means you're deciding where you're headed instead of letting it happen by default.
I walk through what this looks like in practice in my latest YouTube video.
Read full blog here: https://loom.ly/0TJ6IzA

01/07/2026

Congratulations, Meredith!

We’re excited to celebrate CapSouth’s Meredith Agan on being cast in the upcoming production of Annie! Fun fact…Meredith played this exact role in the 2000 production, making this a full-circle moment worth applauding.

Community theater is such an important part of a vibrant local culture. It brings people together, nurtures talent, and reminds us how powerful storytelling can be when a community supports the arts.

Break a leg, Meredith!

The Wiregrass really showed up & showed out at Annie Auditions! We’re so proud to announce this incredible cast, & ready to get this show on the road! Our first rehearsal is Thurs, Jan 8 at 5:30 pm at the Cultural Arts Center 🎊🎉👏

Get ready to fall in love with Annie all over again as Southeast Alabama Community Theatre returns to the Dothan Opera House, March 10–14. Performances are at 7 pm, with an additional 2 pm Saturday matinee. Tickets on sale Feb 23 at SEACT.com 🎭🎭🎭

01/01/2026

As we head into a new year, it’s a good time to pause and think about what really matters.

Here’s to being intentional with what matters most in 2026—and to using wealth on purpose to support a life well-lived. Happy New Year from all of us at CapSouth.

12/30/2025

The end of the year is coming fast. If you're a high earner with bonuses or retirement accounts, here are three things worth reviewing before December 31st.
They involve your employer match, contribution limits, and bonus withholding—and missing them could mean leaving money on the table or facing surprise tax bills in April.
Year-end tax planning for retirement accounts and bonuses isn't exciting. But understanding what to review now can help you avoid costly oversights.
📹 Watch the full breakdown on our YouTube channel.

12/25/2025

Merry Christmas from all of us at CapSouth. 🎄
Today, we’re grateful for family and friends, for meaningful moments, and for the relationships we’re honored to walk alongside every day.

Here’s to a Christmas filled with togetherness and time well spent with family and friends.

12/23/2025

You might think you'll spend less in retirement. Will you though?
You'll have more free time. What will you do with that time? Travel more? Pursue hobbies? What about those grandchildren and family vacations?
I've had clients take their entire families - children and grandchildren - to South Africa on safari, to all-inclusives in Mexico, on cruises. They're creating and leaving their family legacy of memories, not just dollars.
The goal isn't just to not run out of money. It's to live the life you've worked so hard for.
Thinking that you'll spend less money in retirement is the second of three retirement withdrawal mistakes I often see people make. Watch the full video on our YouTube channel for all three.

12/19/2025

They had the money. They just didn't have a plan for how to use that money to live their life to the fullest.
A client came to me after working with another advisor who was using the 4% withdrawal rule for everything. No plan for the new car they wanted. No plan for extra travel. No tax strategy.
The 4% rule sounds simple, but it can leave out so much: major purchases, tax optimization, and ways to fully enjoy your retirement.
This is one of three common retirement withdrawal mistakes I see, and I walk through all three in our latest YouTube video.

12/16/2025

Today we’re proud to celebrate Annie Hall's 1-year anniversary with CapSouth!

Annie joined CapSouth in a season of meaningful growth and transition. From her first day, she approached this challenge with clarity and purpose by creating thoughtful resources that continue to shape how we onboard and support new team members.

Her commitment to excellence shows up in every interaction. Annie brings respect, grace, and humor to our clients and consistently looks for opportunities to enhance our workflows, from improving file organization to refining our implementation tracker.

She has also become a valuable source of guidance and encouragement for new members of our Dothan team, strengthening our culture in meaningful ways.

Congratulations on 1 year, Annie! We're grateful for all you bring to CapSouth.