Billy McCarthy
401(K) Business Development Specialist at Capsouth Wealth Management
Based in Dothan, United States
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Seniority
Other
Department
Other
Location
Dothan
Industry
Financial Services
Company size
25
Contact information
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b•••••••@capsouthwm.com
Phone
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Background
About Billy McCarthy
To be part of a team helping others live the financial life they’ve always wanted is quite humbling. We all feel a certain way about money, and all of us have biases at play that shape how we make financial decisions. Providing that sort of clarity and focus for each client is empowering for them now, essential for their financial future, and potentially a legacy for generations to come. Primary Service Offerings: Investment and Wealth Management Financial and Estate Planning Corporate Retirement Services Trust Services
Decision-makers
Other people at Capsouth Wealth Management
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Director of Operations · Operations
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Michael Holt
Relationship Manager · Sales & Business Development
- EDManager
Emily Dhollosy
Relationship Manager · Sales & Business Development
- SFManager
Scott F. McDowall
Wealth Advisor · Finance & Accounting
- RSStaff
Robert Stone
Client Service Associate · Customer/Client Service
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