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Southern Capital

Southern Capital

Boutique Financial Planning Firm | Florida

  • Our Process
  • Team
  • Contact Us
  • Client Login

Meet Our Team

Connect with Our Team Members Below

Taylor headshot

Taylor, CFP®, CExP™

Founder & CEO

Taylor founded the company in February 2015 and cultivated our firm’s reputation for providing a personalized and engaging customer service experience. He believes that Southern Capital’s success is measured by the quality of the relationships it maintains.

Kylee headshot

Kylee

Director of Marketing

Kylee strives to exceed client expectations and grow the Southern Capital brand within the local community through purposeful collaboration.

Shawn headshot

Shawn

Director of Planning

Shawn’s proven track record of building successful long-term client relationships and his strong work ethic make him an integral part of the Southern Capital team.

Amanda headshot

Amanda, FPQP®

Director of Operations & Client Services

Amanda provides invaluable support to the Southern Capital Team by anticipating the needs of our clients and ensuring our back office runs smoothly.

2001 Thomasville Road
Suite B200
Tallahassee, Florida 32308

Tel: 850.688.9079
info@mysoutherncapital.com

Contact Us

Advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

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