We Are Dedicated to Your Financial Success

Our guiding principles: Independent Advice, Uncompromising Integrity, Proactive Service. At SouthPark Capital, these aren’t just words, they’re our commitment. We’re more than financial advisors; we’re dedicated problem-solvers, anticipating your needs and relentlessly pursuing your goals. Our culture is about more than finances; it’s about laughter, learning, and living fully. Because we understand the importance of family and relationships. At SouthPark Capital, excellence isn’t just a goal—it’s who we are.

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John

SouthPark Capital has always put my financial wellbeing first and their people have always been courteous and helpful. My advisor, Janet Corell, has been competent and helpful whenever we meet.

SouthPark Capital are the best financial advisors I ever had, and I had several in my lifetime.

Amanda

Beth, Iain and Jon: Howie and I want to sincerely thank you for your dedication and diligence in working with us throughout this journey thus far. We could not have navigated as easily without you. You have all been a beacon in the rough and stormy waters that constantly threatened to swallow us at every turn. We look forward to cultivating our relationship with SouthPark for many years to come. I just know we will all get on famously!

Anita

There have been several times. I recently needed to fax a couple of items to an entity to complete a transaction. Since I no longer have a fax machine at home I asked if they would do this. This entity is not within my holdings at SouthPark and not their responsibility. As expected they graciously complied with my need and were happy to do so.

Norma

Great experience! I feel that my money is very well managed which is something that I definitely could not do on my own. The office and personnel are so friendly, very caring and take their jobs seriously. I have full confidence in their money management skills and know that my few pennies are optimized to the maximum level.

Amanda

Keep the family-oriented focus. As a client, that means so much to me knowing that the people managing our money sees as a part of the family and not just a client or asset portfolio.

Cher

They have always been accommodating, especially with regards to my mother’s accounts/investments.

Michael

Overall experience is a pleasant one, to say the least. It’s not often that a service provider affords me the peace of mind I have thanks to SPC & my advisor — I’m confident that my investments are in good hands.

Larry

We had to make major changes as we were getting older. Took their time and explained everything to us. By the end we were content and finally relaxed.

Meet Our Team of Dedicated Professionals

Our diverse team at SouthPark Capital brings a wealth of experience and expertise to guide you towards financial success. From seasoned Wealth Advisors to dedicated support staff, we’re committed to providing personalized solutions tailored to your unique goals and needs. With a focus on integrity, innovation, and proactive service, we’re here to empower you to make informed decisions and secure your financial future.

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Jon Hogan, CRPC™

Managing Partner

Jon began his career in the insurance industry first as an Agent for Combined Insurance and later as a Marketing Consultant for industry giant Financial Independence Group...

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Iain Brackstone

Atlanta Market Leader/Wealth Advisor

Iain began working with individual and institutional investors in 1992. Affiliating with SouthPark in 2012, he established the Private Wealth Group by conjoining two practices...

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Janet Correll

Wealth Advisor

Janet transitions from retail management, marketing, and community leadership to finance. With over thirty years in business, she's a trusted thought leader prioritizing exceptional client service...

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Steve Grubner

Wealth Advisor

Steve has been in executive level management positions for more than thirty years, working primarily in small to midsize private and public companies. His positions have ranged from...

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Michael Kearney

Wealth Advisor

Michael Kearney is an accomplished Wealth Advisor with South Park Capital, bringing over 15 years of experience in the financial industry. With a strong background as a Financial Consultant for...

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Christopher Oden CFP ^®, CTFA

Wealth Advisor

Christopher Oden, CFP ®, CTFA, came to SouthPark Capital to further his mission of putting client interests first, providing maximum investment optionality, and delivering the premier client experience...

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Suzanne Dunlap

Vice President of Operations

Suzanne’s first role with SouthPark Capital was as “Director of First Impressions”. In this role Suzanne was most often that first voice you would hear when calling SouthPark Capital and the first...

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Robin Terlizzi

Director Accounting & HR

Prior to joining SouthPark Capital Robin worked in the hospitality and insurance industries. During her tenure with Liberty Mutual Insurance she managed personal, workers compensation...

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Vicki Cerri

Director of Operations

Vicki Cerri works in the Alpharetta office where she actively supports the back office operations for the entire firm. Vicki works closely with all staff and advisors in both Charlotte and Atlanta with a specific focus in operations...

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Tonya Goodson

Client Relations

Tonya is most often the first person you meet when entering the Charlotte office. She works closely with all staff and advisors to ensure client needs are met. Her focus is on customer service and her desire is to make every...

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Claire Yioulos

Operations Specialist

Claire is a graduate from the University of Richmond, where she earned a bachelor’s degree in business administration and finance. She chose to major in finance because she found the field’s analytical nature and

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George Terlizzi

Founder

George has worked in business for more than thirty years as an entrepreneur, consultant, dealmaker, and executive for early and mid-stage companies. He has substantial concentrations...

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Our Culture and Experience

Our Guiding Words:

Laugh • Learn • Live

At SouthPark Capital, our team cherishes the values that make our workplace fulfilling.

Since our beginnings, we’ve embraced the principles of Laugh, Learn, Live. Laughing while doing serious work fosters enjoyment and camaraderie among us. Learning through continuous improvement keeps us engaged and striving for excellence. Living with integrity in all we do reflects our commitment to honesty and sincerity.

Many of our early team members have risen to influential positions, leading us into new territories. Others have opted to remain in roles they love, embodying the essence of our firm in their everyday work. Advisors choose to join and integrate their practices with SouthPark Capital because of the culture of excellence they experience among their peers and the wide array of solutions available to clients.

New advisors are drawn to SouthPark Capital for its ability to attract the right clients and provide impactful solutions. They stay because they feel respected and can prioritize their clients above all else, trusting firm leadership to handle the business side of things.

We Are Dedicated to Your Financial Success

Meet Our Team of Dedicated Professionals

Our Culture and Experience

WELCOME TO OUR NEW SITE

We've Made Some Big Changes

We're delighted to introduce our new and improved online space tailored to elevate your online experience.