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Your Partner in Building Lasting Wealth

At First Southern, LLC, we are a boutique financial services company that provides a broad spectrum of investment and brokerage services to individuals and institutional clients throughout the United States and Puerto Rico. Our mission is to deliver best-in-class financial services, tailored to meet the unique needs of our clients, while fostering long-term relationships built on trust and expertise.

Our Principles

At the heart of our organization are our core values of integrity, trust, and expertise. These values shape our culture and define the character of our company. We believe that integrity is essential to our relationships with our clients, and we strive to uphold the highest professional standards of honesty and ethical behavior in all our dealings. We prioritize trust by being transparent, communicative, and committed to our clients' success. Finally, we recognize the importance of expertise in our industry and continually invest in our employees' knowledge and capabilities to stay ahead of the curve.

Our Services

At First Southern, we offer a range of services designed to meet the unique needs of our clients. For individual investors, we provide customized investment solutions tailored to their goals and risk tolerance. For investment advisors and institutions, we offer personalized account solutions and fixed-income portfolio construction. For investment banking clients, we provide creative solutions for debt financings and mergers and acquisitions advisory services.

Our Team

Our team is comprised of industry veterans with decades of experience in navigating market waters and identifying investment opportunities as markets evolve. Our management team is led by W. Heath Hawk, CEO and President, who brings over 25 years of experience in high-yield municipal bond sales and trading. Our Chief Operating Officer and Chief Compliance Officer, John Holman, has over 20 years of experience in financial services, focusing on banking, trading, and broker/dealer operations.

Office Locations

We have offices in Atlanta, Georgia, and Puerto Rico, with experienced professionals dedicated to serving our clients across the United States and Puerto Rico. Our addresses and contact numbers are as follows:

Atlanta, Georgia:

1720 Windward Concourse, Suite 115

Alpharetta, GA 30005

Phone: 770.777.9373, 877.778.9373 (toll-free)

Fax: 770.777.9308

Puerto Rico:

GAM Tower, 2 Tabonuco Street, Suite 200

Guaynabo, San Juan, PR 00968

Phone: 787.979.2165

Fax: 787.979.2166

Additional Information

For more information about our company, services, and team, please visit our website or contact us directly. We look forward to the opportunity to serve you.

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