AeroLeads people directory · profile
James Bayard, Cfp®, Chfc® Email & Phone Number
Financial Planner and Owner
at
Capital South Wealth Management, LLC.
1 work email found
@capitalsouthwm.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner and Owner
Location
Baton Rouge Metropolitan Area, United States
Company size
Who is James Bayard, Cfp®, Chfc®? Overview
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Quick answer
James Bayard, Cfp®, Chfc® is listed as Financial Planner and Owner at Capital South Wealth Management, LLC., a with 6 employees, based in Baton Rouge Metropolitan Area, United States. AeroLeads shows a work email signal at capitalsouthwm.com and a matched LinkedIn profile for James Bayard, Cfp®, Chfc®.
James Bayard, Cfp®, Chfc® previously worked as Financial Planner & Owner at Capital South Wealth Management, Llc. and CERTIFIED FINANCIAL PLANNER™ Professional at Capital South Wealth Management, Llc. James Bayard, Cfp®, Chfc® holds Master Of Science (M.S.), Finance from Louisiana State University.
Company email context
Email format at Capital South Wealth Management, LLC.
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{first}@capitalsouthwm.com
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AeroLeads found 1 current-domain work email signal for James Bayard, Cfp®, Chfc®. Compare company email patterns before reaching out.
Profile bio
About James Bayard, Cfp®, Chfc®
I became a fee-based independent CERTIFIED FINANCIAL PLANNER™ professional in order to provide my clients with objective, comprehensive advice. It is my passion and my goal to help ensure that my clients and their families are prepared for any time in their financial lives from accumulation through retirement. This preparation requires us to examine every aspect from income needs, education funding, insurance, long term care, budgeting, estate planning and investment planning.Through continued education, ongoing research, I provide my clients with knowledge and support as we help plan for their financial futures. In addition to holding my CERTIFIED FINANCIAL PLANNER™ designation I am also a Chartered Financial Consultant®. I work to uphold a fiduciary standard, and attempt to better the lives of my clients and restore trust.Advisory services offered through Capital South Wealth Management, LLC, a Registered Investment Adviser in the State of Louisiana. Thank you for visiting my profile page! If you’d like to contact me, feel free to email me directly James@capitalsouthwm.com
Listed skills include Investments, Employee Benefits, Life And Health Insurance Licenses, Asset Allocation, and 7 others.
Current workplace
James Bayard, Cfp®, Chfc®'s current company
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Capital South Wealth Management, Llc.
5 roles · 15 years
James Bayard, Cfp®, Chfc® work experience
A career timeline built from the work history available for this profile.
Financial Planner & Owner
CurrentI co-founded Capital South Wealth Management, LLC. to address the needs of families and individuals that may have unique planning circumstances. The Capital South Wealth Management, LLC. team works with our clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset preservation, behavioral counseling, income planning, insurance, budgeting, estate planning and investment management. Other areas we focus on include multi-generational planning and special needs trusts.
Aug 2016 - Present
Certified Financial Planner™ Professional
Current
2016 - Present
~10 yrs 7 mos
Financial Planner/Financial Advisor
Financial Planning Firm
Collaborated with clients in various stages of their careers to establish financial goals and needs. Developed recommendations regarding investments, insurance, budgeting and estate planning. Assisted clients with implementing and monitoring recommendations in order to achieve their goals.
2014 - 2016
~2 yrs
Financial Planning Associate
Financial Planning Firm
Assisted with gathering data from clients and prospective clients in order to build comprehensive financial plans. Assisted lead advisor with development and presentation of the financial plan.
2012 - 2014
~2 yrs
3 education records
James Bayard, Cfp®, Chfc® education
Master Of Science (M.S.), Finance
Bachelor Of Science (B.S.), Finance
Education record
FAQ
Frequently asked questions about James Bayard, Cfp®, Chfc®
Quick answers generated from the profile data available on this page.
What company does James Bayard, Cfp®, Chfc® work for?
James Bayard, Cfp®, Chfc® works for Capital South Wealth Management, LLC..
What is James Bayard, Cfp®, Chfc®'s role at Capital South Wealth Management, LLC.?
James Bayard, Cfp®, Chfc® is listed as Financial Planner and Owner at Capital South Wealth Management, LLC..
What is James Bayard, Cfp®, Chfc®'s email address?
AeroLeads has found 1 work email signal at @capitalsouthwm.com for James Bayard, Cfp®, Chfc® at Capital South Wealth Management, LLC..
Where is James Bayard, Cfp®, Chfc® based?
James Bayard, Cfp®, Chfc® is based in Baton Rouge Metropolitan Area, United States while working with Capital South Wealth Management, LLC..
What companies has James Bayard, Cfp®, Chfc® worked for?
James Bayard, Cfp®, Chfc® has worked for Capital South Wealth Management, Llc., Capital South Wealth Management, Llc, and Financial Planning Firm.
How can I contact James Bayard, Cfp®, Chfc®?
You can use AeroLeads to view verified contact signals for James Bayard, Cfp®, Chfc® at Capital South Wealth Management, LLC., including work email, phone, and LinkedIn data when available.
What schools did James Bayard, Cfp®, Chfc® attend?
James Bayard, Cfp®, Chfc® holds Master Of Science (M.S.), Finance from Louisiana State University.
What skills is James Bayard, Cfp®, Chfc® known for?
James Bayard, Cfp®, Chfc® is listed with skills including Investments, Employee Benefits, Life And Health Insurance Licenses, Asset Allocation, Investment Advisory, Financial Analysis, Disability Insurance, and Retirement Planning.
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