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Southern Asset Management

2828 Remington Green Circle, Suite 201
Tallahassee, FL 32308
Phone:
  • 850-531-0655
Fax:
  • 850-294-7471

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Welcome to Southern Asset Management, A Relationship Management Strategy That Works for You -

In today's complex financial markets, you are faced with a wealth of information about financial products and services. Whether your financial goals include enhancing your business, planning for your retirement, accumulating wealth, developing IRA strategies, or preparing for a child's college education; designing the right financial strategy is one of the most important steps you can take toward successfully reaching your goals.

At Southern Asset Management, we recognize that planning for your financial future can be overwhelming, even to the most savvy investor. That's why we offer a full range of services designed to help you develop a sound strategy, tailored to meet your unique financial objectives. We have over thirty years of investment management experience throughout market areas and strive to bring you the most innovative, efficient, and competitive services available today.

Your Financial Advisor will work with you to determine your individual goals, tolerance for risk, and specific preferences, before working with you in the areas of investments, administration, insurance and estate planning to craft a blueprint for your financial future with the goal to meet your financial needs.

Our unique combination of personal service and state-of-the-art technology works to provide you with a high level of client service. Your advisor will work with you on an ongoing basis, proactively monitoring your goals and adjusting your strategy to keep pace with your changing personal or business goals. At Southern Asset Management, we confidently offer you a blend of experience, integrity, technology, and personal attention to help make the process of reaching your financial goals easier for you through the guidance of one of our objective Financial Advisors.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck