Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Key Smith

Advisor

(601) 445-2022

key.smith@lpl.com

Key is an advisor at Natchez Wealth Management. He graduated cum laude from the University of Mississippi with a bachelor degree in Accounting and followed that up with a law degree. After law school he practiced securities defense...

Griffin Agent

Advisor

(601) 445-2022

griffin.agent@lpl.com

Griffin is an advisor at NWM Capital Advisors. He graduated summa cum laude from Mississippi State University with a bachelor degree in Accounting and a Master of Business Administration. During his time at Mississippi State, he...

Bill Byrne

(601) 445-2022

bill.byrne@lpl.com

Bill Byrne is a founding partner at Natchez Wealth Management. Bill was born and raised in Natchez where he attended Cathedral High School. Bill went to the University of Mississippi on a golf scholarship and received a bachelor's in...

Elizabeth Hall

Executive Administrator

(601) 445-2022

Elizabeth.hall@lpl.com

Elizabeth started in the securities business in 2017. Prior to that, she worked as a licensed insurance agent for 9 years. Elizabeth graduated from the University of Mississippi in 2010 with a fine arts degree. She and her husband,...

Julia Sandidge

Office Administrator

(601) 445 2022

julia.sandidge@lpl.com

Julia has been in the securities business since 2002, and prior to that she worked for a local CPA firm. Julia maintains office administration duties at Natchez Wealth Management. She has two grown children and enjoys the outdoors when...

Sam Mosby

Associate

(601) 445-2022

sam.mosby@lpl.com

Sam is a new member of the team at NWM Capital Advisors. Sam recently graduated from the University of Mississippi with a double major in finance and risk management and insurance. While at Ole Miss, Sam was a member of the Kappa Sigma...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.