Meet the Team

Barry Smith - Image Barry Smith
Founding Partner

 

Barry C. Smith is a partner with Woodridge Capital Portfolio Management. A native of Greenville, Mississippi, Barry has a degree in economics from Mississippi State University and an MBA from Millsaps College. He started his investment career in 1978 with the Jackson office of Morgan-Keegan & Co., serving clients as an investment consultant.

 In 1983, Barry accepted a position with Trustmark National Bank in Jackson, Mississippi where he worked for more than fourteen years as manager of the Investment Services Department. In 1985 and 1986 Barry was selected to attend the American Bankers Associations School of Funds Management in Boulder, Colorado where he received extensive training in asset/liability and portfolio management.

 From 1992 to 1997 Barry sat on the board of directors and served as President, CEO and Chief Supervisory Officer for Trustmark Financial Services, Inc. (TFSI), Trustmark’s then broker/dealer subsidiary.

 Always and advocate for unbiased investment management, Barry decided to put his experience to use for the benefit investment advisory clients. As a result he opened his own investment advisor practice in 1998, growing assets under management to more than $40 million by the time Woodridge Capital was formed.

 Barry is married to the former Pam Huff, who is a CPA and the CFO for Pileum Corporation, a business and technology consulting firm. They have two sons and are long time members of the First Baptist Church of Madison. 

barry.smith@woodridge-capital.com

Danny Williams, CFP - Image Danny Williams, CFP
Founding Partner

 

Danny C. Williams is a founding partner and Certified Financial Planner (CFP®) with Woodridge Capital Portfolio Management. Previously, he was an Account Vice President with UBS Financial Services. Williams has worked as a financial advisor since1994 and has held multiple management positions within the financial services industry for more than 30 years. Previous to becoming a financial advisor, he was a vice-president with General Electric Capital Corporation, based in Tampa, Florida.  He has a Bachelor of Arts degree in accounting from the University of South Florida.

Williams believes in contributing to the community and is active in many area organizations. He is a past  District Governor of  Rotary, Central MS and past-president of the Rotary Club of Jackson.  He has served as an officer and on the board  of the Financial Planning Association, board member and past Chairman of the Madison County Foundation, a private economic development entity.  He is an active member of Pinelake Church of Brandon.  In previous years he has served on numerous non-profit organizations.  

 Williams is a native of Jackson, Mississippi, attended Provine High School and graduated from Council School-McClure. He lived in Clearwater, Florida for about ten years before he returned to Madison in 1994.

He is married to Jackie who is a nurse practitioner with Innovative Pelvic Health and Enhanced Wellness,in Jackson.  They have three children and two grandchildren.  In his free time, Danny enjoys cycling, exercising, fishing, and reading a good book. 

danny.williams@woodridge-capital.com

Roger C. Davis - Image Roger C. Davis
Founding Partner

 

Roger Davis is a founding partner of Woodridge Capital Portfolio Management and runs the operations of Woodridge Equity Partners, LP.  He began his money management career at Dean Witter Reynolds in 1992.  After working for JC Bradford & Co. and its successors, Roger was a Senior Vice President at UBS prior to the founding of WCPM.  During his time at Wall Street firms he was a fixed income advisor to Deposit Guaranty National Bank and an equity manager for a large educational endowment.  Roger received a BBA from the University of Mississippi in 1991.

roger.davis@woodridge-capital.com

Lee Yancey - Image Lee Yancey
Investment Advisor Representative

 

Lee joined Woodridge Capital in 2008 and is series 65 licensed.  Having served in the Mississippi Senate from 2008 - 2012, Lee was Vice Chairman of the Highways and Transportation Committee and served on the Finance and Ethics committees, among others.  He is a 1991 graduate of Mississippi College and has a Masters and Doctorate from New Orleans Baptist Theological Seminary. 

lee.yancey@woodridge-capital.com

Ava Lawrence - Image Ava Lawrence
Client Services

 

Ava Lawrence is a senior service assistant with Woodridge Capital Portfolio Management. Prior to the formation of Woodridge, she was a senior client service assistant at UBS Financial Services, Inc. She began her career in the Investment Industry with Morgan Stanley Dean Witter in 1992.  Her duties include client services, communication and information management.

ava.lawrence@woodridge-capital.com

Stacie Hurt - Image Stacie Hurt
Client Services

 

Stacie Hurt is a senior service assistant with Woodridge Capital Portfolio Management. Prior to joining Woodridge, she was a client service assistant at UBS Financial Services, Inc.  She started at J.C. Bradford in 1998 as a sales assistant. Stacie handles marketing, client communications and technology management.

stacie.hurt@woodridge-capital.com