Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through GWM Advisors, a registered investment advisor. GWM Advisors and SouthernPoint Investment Partners are separate entities from LPL Financial.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, NC, PR

Mr. Jimmy graduated from Georgia Southern University in 1969 after growing up in the surrounding area. He specializes in investment management and enjoys working alongside retirees.

Financial Advisor

Ellis "Jimmy" Shiver

Todd followed in his father’s footsteps after graduating from Valdosta State University in 1999 and joining the financial industry shortly after. He spends most of his time growing relationships with our current and potential clients.

Financial Advisor

Todd Shiver

Jared graduated from the University of Georgia in 2004 and realized his passion for financial planning. He specializes in the field of financial planning and analysis. Jared enjoys helping people create their own unique strategy for retirement through thinking outside of the box to create a plan based on unique needs.

Financial Advisor

Jared McGahee, CFP®

Greg attended Valdosta State University and graduated in 2008. He focuses on helping people understand and decide what to invest in and what to plan for. Greg believes in selecting investments that fit well within the plan he and his clients create together.

Financial Advisor

Greg Bright

Stephanie has 13 years of financial industry experience and specializes in the transfer of assets, settling estates, trust funding, and account-related tax issues.

Chief Operating Officer

Stephanie Whittington

Olivia is currently enrolled at Valdosta State University and will graduate in May of 2019. She spends most of her time running marketing activities and planning events for the office. She enjoys using her creative side and people skills to help promote Southern Point in the community as well as assist in various office tasks.

Client Relationship Specialist

Olivia Royal

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James became a Certified Public Accountant in August of 1975 and was recognized as the Outstanding CPA in Government and Education in Georgia in 1998. James has an extensive healthcare background having entered the industry in 1982, Promoted to CEO of South Georgia Medical Center in 2000 and retiring in 2011. He retained his CPA license until 2013. 

Director of Private Client Wealth

James McGahee

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With over 25 years career experience in the financial investment industry, Jo brings experience as well as a unique perspective to the Southern Point team. She focuses on wealth management as well as building and maintaining strong client relationships.

Financial Advisor

Jo Pate

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