“At CapSouth, I find fulfillment in supporting our advisory teams to provide top-tier client services and spearheading processes that maintain our standard of excellence.”
I’m Meredith, and I serve as an Operations Specialist for CapSouth Wealth Management. My role involves supporting our advisory teams to allow them to provide our clients with top-tier services as well as spearheading the development and implementation of operational processes and procedures. I find fulfillment in facilitating our teams’ efforts to cultivate and nurture client relationships while maintaining a standard of excellence in our operations. With nearly two decades of experience in the financial industry, I bring a wealth of expertise to my role. My knowledge and experiences have equipped me with valuable insights that enhance our ability to serve our clients and streamline our operations effectively.
Growing up in Dothan, AL has instilled in me a deep love and commitment for community involvement which has led me to serve on multiple boards in the Wiregrass area. I also recognize the importance of a healthy work-life balance and cherish time with my husband, David, our two sons, Henry and George and our beloved basset hounds, Betty and Waylon. Outside of the office, you can usually find me spending time with my family and friends, reading a good book, getting in a great workout at Orangetheory Fitness, traveling, supporting the arts, and cheering on the Crimson Tide!
At CapSouth, I am dedicated to pursuing excellence that allows our teams to operate effectively and efficiently while maintaining a healthy work-life balance not only for professional success but also for personal happiness.
