Southern Wealth

Southern Wealth Ben Gantt is the CEO and Founder of Southern Wealth

Huge happy birthday to Pooja Patel!A Florida State University graduate and Series 7 licensed Private Wealth Management A...
10/04/2026

Huge happy birthday to Pooja Patel!

A Florida State University graduate and Series 7 licensed Private Wealth Management Advisor, Pooja has been an integral part of the Southern Wealth team for eight years.

Known for her sharp focus, big heart, can-do attitude, strong work ethic, Pooja holds high standards for results. She specializes in comprehensive wealth accumulation, distribution, and tax mitigation strategies, working directly with medical professionals, business owners, and senior executives to execute complex financial plans. In her work, she coordinates closely with CPAs and attorneys to ensure every detail serves the client's long-term objectives.

Outside the office, Pooja channels that same disciplined drive into CrossFit, loves to travel, and prioritizes quality time with her family and close circle of friends.

Here’s to celebrating you today, Pooja—and to another successful year ahead!

Drop your birthday wishes for Pooja in the comments below!

Huge happy birthday to Andy Mullins!Since joining Southern Wealth, Andy has already been such a wonderful addition to ou...
10/02/2026

Huge happy birthday to Andy Mullins!

Since joining Southern Wealth, Andy has already been such a wonderful addition to our firm. With over 25 years in the financial industry and holding his CFP® designation since 2006, he brings a deep well of knowledge and thoughtful perspective to our team every single day.

An alumnus of both Florida State University and the University of Alabama, Andy combines sharp analytical insight with a collaborative, caring spirit that elevates everyone around him. Whether he’s crafting sophisticated investment strategies for clients or sharing stories of 30 years of adventures, travel, and family life with his wife, Susan, and their four children, Andy embodies the values that make our work family special.

Here’s to celebrating you today, Andy—and to many more milestones ahead!

Drop your birthday wishes for Andy in the comments below!

For 9/25 Dolly Donation Day, our Southern Wealth crew, both in the office and remote, poured ourselves a cup of ambition...
09/30/2026

For 9/25 Dolly Donation Day, our Southern Wealth crew, both in the office and remote, poured ourselves a cup of ambition and showed up in pink. For every team member who wore pink today, we’re making a donation directly to Dolly Parton’s Imagination Library to help put books in the hands of children and inspire a lifelong love of reading.

Let us know your favorite Dolly song in the comments!

Big things ahead. Southern Wealth is heading to the ClientWise Ensemble Leaders' Summit to keep building the firm of our...
09/21/2026

Big things ahead. Southern Wealth is heading to the ClientWise Ensemble Leaders' Summit to keep building the firm of our dreams, one rooted in strong leadership, real growth, and an incredible client experience.

09/08/2026

Tax preparation records what already happened. Tax planning dictates what happens next.

If the only time your taxes are addressed is when documents get handed off to a preparer in the spring, it’s already too late to lower your bill.

Real planning takes foresight, aligning your income trajectory and long-term goals with proactive strategies in the tax code before the calendar year closes.

Don't wait until tax season to find out what you could have saved.

Today, the entire Southern Wealth team is celebrating a very special milestone for our founder and CEO, Ben Gantt! 🎉As t...
08/29/2026

Today, the entire Southern Wealth team is celebrating a very special milestone for our founder and CEO, Ben Gantt! 🎉

As the visionary leader of Southern Wealth, Ben leads with a rare combination of sharp intellect, big ideas, and genuine kindness. He sets the standard for what it means to lead well, consistently challenging us to look ahead, think bigger, and show our clients that more is possible.

Beyond his vision for the firm, Ben embodies the true spirit of Southern hospitality that defines our culture every single day. His warmth, integrity, and deep care for our clients, our community, and our team make Southern Wealth a truly special place to work and grow.

Ben, thank you for your steady guidance, your inspiring leadership, and the heart you pour into this firm. We hope you have the happiest of birthdays and a wonderful year ahead! 🥂

Join us in wishing Ben a very happy birthday in the comments below or at the FSU football game! 👇

Exciting things are happening at Southern Wealth, and we are proud to introduce the newest addition to our team. Welcome...
08/26/2026

Exciting things are happening at Southern Wealth, and we are proud to introduce the newest addition to our team. Welcome, Andy Mullins CFP®, CLU®, ChFC®!

For us, wealth management has always been about people first: building genuine relationships, earning trust, and serving as dedicated stewards for our clients' futures. Andy embodies that philosophy completely. Bringing over 25 years of industry experience and his background as a CERTIFIED FINANCIAL PLANNER® Practitioner since 2006, he adds exceptional depth in portfolio management and investment strategy to our firm.

His thoughtful approach and commitment to guiding families toward their goals with confidence make him an invaluable addition to our team and our community.

At Southern Wealth, we believe that More Is Possible, and with Andy on board, we’re ready to help our clients reach even further.

Please join us in giving Andy a warm welcome in the comments!

Today, we're celebrating an incredible member of our team!Caroline brings a people focused energy to Southern Wealth eve...
08/23/2026

Today, we're celebrating an incredible member of our team!

Caroline brings a people focused energy to Southern Wealth every single day. As Executive Assistant to Ben Gantt, she keeps things organized, moving smoothly, and running right, making it possible for our team to focus on what matters most for our clients. Her hard work, positive attitude, and willingness to help make a real difference for our team.

Caroline, thank you for all that you do. We are grateful for your dedication, inspired by your care for others, and lucky to have you on our team.

Please join us in wishing Caroline a very happy birthday and a wonderful year ahead!

08/19/2026

Your business is often one of your largest assets, but do you know the role it plays in your overall financial picture?

Address

2450 Tim Gamble Place
Tallahassee, FL
32308

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Southern Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Southern Wealth:

Shortcuts

Share