Southern Private Wealth Management is your trusted partner for financial guidance and planning in the Mid-South area. We are committed to helping families, professionals, and business owners navigate their financial journeys with confidence and clarity. Our team of experienced advisors is dedicated to providing you with personalized solutions that align with your unique goals and aspirations.
Our comprehensive financial planning services are designed to help you make informed decisions about investments, savings, and wealth management.
We work closely with you to create a retirement plan tailored to your lifestyle and objectives, ensuring you can enjoy your golden years to the fullest.
Our team will help you maximize the value of your business and create a seamless exit strategy that aligns with your financial goals.
At Southern Private Wealth Management, our approach is centered on comprehensive planning. We diligently assess your financial objectives, risk tolerance, and time horizon to craft a customized strategy that will lead you toward financial freedom. We believe that every step in your financial journey should be well-thought-out and in alignment with your aspirations.
President, Financial Advisor
51 Murray Guard Dr., Ste. BJackson, TN 38305
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Office: 731-608-2575 Email: bhunt@southernprivatewm.com
As co-founder of Southern Private, Brett Hunt works with individuals and families in addition to business owners and financial institutions.
Before the formation of Southern Private, Brett gained valuable experience in the financial industry. He worked with Merrill Lynch as a Financial Advisor and Resident Director. Brett then worked for First Horizon before launching a wealth management group with a West TN Community Bank. Brett also manages wealth relationships for a Regional bank based out of Memphis, TN.
Hunt earned a Finance degree from Mississippi State University. He is a FINRA registered representative Series 7 and an SEC registered Investment Advisor Representative. He resides in the Jackson area with his wife and their daughter.
Financial Advisor
3535 Mary Jane Lane,Olive Branch, MS 38654
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Office: 901-500-6590 Email: mreynolds@southernprivatewm.com
Veteran banker and advisor, Maggie Reynolds, joined Brett to co-found Southern Private Wealth Management. Together their practice will focus on the build-out of a team to work with financial institutions and their clients as well as select individuals, families and professionals.
Prior to Southern Private Wealth Management, Maggie worked as a banker before gaining her securities license at First Horizon. Most recently, she worked as an advisor with First Bank covering branches in the Memphis area.
Maggie is a FINRA registered representative and holds a Series 7 license as well as an SEC registered Investment Advisor Representative. She is a native Mississippian where she resides with her husband.
As a client of Southern Private, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At Southern Private, we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.
Chief Investment Officer, IFP
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Divisional President, IFP Institutional Services
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