Financial advisors & associates 

Who We Are

While our founding was in January 2017, the roots of this wealth management firm run deep and wide as the mighty oceans of the world.  With a conservative objective to be the premier wealth management firm in the South for clients and for advisers, our individual approach to managing client assets provides the flexibility to design individual portfolios for any client anywhere.  Our professional investment advisors provide the comfort affluent clients need when stressful market conditions arise. 

With financial officer in Chattanooga – TN, Gainesville – GA, Little Rock – AR, Waco – TX, and Fairhope – AL, we are continuing to grow stronger to provide you with the best wealth management strategies.

Financial advisors & associates 

A Team Of Professionals

STACY WOMBLE EATON

Founding Partner, Certified Financial Planner™

NOTLEY SIDNEY "SANDY" MADDOX

Founding Partner, Chief Compliance Officer, Portfolio Manager

jeffrey guy shelton

Partner, Financial Advisor

MARK P. MASSEY

Financial Advisor, Portfolio Manager

suzanne j. burrell

Financial Advisor, Certified Financial Planner™

SAMUEL D. SIMPSON

Certified Financial Planner™

CLINT MARTIN

Certified Financial Planner™

Kendell adler

Add bio section here

CHERIE ALMAND

Paraplanner: Sam Simpson, CFP®

Scott Simpson

Specialist for Sam Simpson, CFP®

Mary Martha Maddox

Marketing Director for Capital Square, LLC

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Locations

CHATTANOOGA, TN

Suzanne J. Burrell
Notley Sidney “Sandy” Maddox
Jeffrey Guy Shelton

Republic Centre Suite 1550
633 Chestnut Street
Chattanooga, TN 37450

423 877 6708
F: 423 877 3881

GAINESVILLE, GA

Stacy W. Eaton

631 Spring Street, SE
Gainesville, GA 30501

770 536 8808

Little Rock, AR

Mark P. Massey 

Plaza West Building
415 N. Mckinley St., Ste. 280R
Little Rock, AR 72205

501 260 7544

C: 501 554 1244 

WACO, TX

Samuel D. Simpson

5006 Lakeland Circle, Suite #101
Waco, TX 76710

254 235 1918

FAIRHOPE, AL

Clint Martin

7 S. Bayview Street, Suite C
Fairhope, AL 36532

251 338 1184

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