Rapidly Expanding Private Wealth Management firm adds elite top talent.
CHARLOTTE, N.C., March 9, 2023 /PRNewswire-PRWeb/ -- As the Charlotte, NC, investment consulting firm continues its rapid expansion, New South Wealth Management welcomes financial associate Mark Thomas to the team.
New South Wealth helps its clients protect, grow, and enjoy their wealth. Thomas adds immense value to the firm, bringing with him over a decade of experience as an advocate and educator. He specializes in assisting financial professionals with retirement income, social security, and long-term planning advice. Mission-oriented, he aims to help North Carolinians better manage their income and expenses.
A New Investment Approach
Under Thomas's leadership, New South Wealth Management is looking to extend its reach within the greater Charlotte area, adding to an already abundant portfolio. Thomas's background in education will provide essential information to New South Wealth clients, simplifying complex insurance and investment issues to make financial goals more accessible to everyone.
Thomas also aims to use his decade-plus of consulting experience in the firm through overseeing a more comprehensive and integrated internal approach that considers all aspects of financial life. With a holistic approach, New South Wealth's strategy encompasses insurance, retirement planning, estate planning, and debt management, as well as tax-efficient strategies for investing. Thomas assists New South Wealth advisors with various types of clients, including individuals, families, and North Carolina business owners.
A New Partnership
Managing Partner Joe Milano is ecstatic about the new hire. "When we analyzed our clients' needs," said Milano, "Mark Thomas's breadth of experience, his commitment to comprehensive planning, and his unwavering values not only met those needs, but promised to bring us to the next level."
Thomas, who starts with the company imminently, added, "I'm excited to utilize my position at New South Wealth to continue to serve the needs of our community. I'm also thrilled to help us reach our fullest potential as a financial partner. We're all problem solvers here, and together, we can propel people toward their prosperity."
About Mark Thomas and New South Wealth
A Hendersonville native, Mark Thomas currently resides in Concord with his wife and three children. He holds a Bachelor of Arts from North Greenville College and enjoys playing sports when he's not with clients or family.
Mark Thomas and New South Wealth Management are committed to your financial health, education, ease, and expansion. To learn more about their partnership and their breadth of financial consultancy services, visit http://www.NewSouthWealth.com.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge, a Registered Investment Adviser. New South Wealth Management and Cambridge are not affiliated.
Media Contact
Joseph Milano, New South Wealth Management, 1 877-322-6796, [email protected]
SOURCE New South Wealth Management
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