Ellis "Jimmy" Shiver

Financial Advisor

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.

Todd Shiver

Financial Advisor

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.

Jared McGahee, CFP®

Financial Advisor

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.

Greg Bright

Financial Advisor

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.

Stephanie Whittington

Chief Operating Officer

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

Olivia Royal

Client Relationship Specialist

After joining the team in 2017 as an intern and starting full time in 2019, Olivia 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.

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Jo Pate

Financial Advisor

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.

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

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