office (601) 605-1776
fax (601) 605-1710
toll-free (800) 700-1776

A company dedicated to its clients.

Our People

 

Principals

 
Frank W. Smith, Jr.
Founder and CEO
Kenneth M. Lott
Principal, CFO
Raymond F. Thompson
Principal, CIO
Frank W. Smith, III
Principal
William(Will) P. Johnson, Jr.
Principal
Steven P. Given
Principal, COO, CCO

Key Personnel

Brandy E. Smith
Risk Management Specialist

Alan R. Leach
Sales Manager

Lynn K. Pierce
Operations Supervisor

Brian Fioretti
Investment Analyst

Michael Medlin
Portfolio Analyst