Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Investment Advisor Representative
Dave is the President of Deep South Investment Services, where he helps clients develop a plan to meet their risk tolerance and pursue goals, execute that plan, and review the plan and make changes as needed to keep them on the right ...
Alexis is currently the Administrative Assistant at Deep South, where she helps with documentation, emails, phone correspondence, and setting up meetings. She works with both clients and the back office to ensure that everything at the...