Mark A. Thomas Cltc®, Fscp®, Lacp, Nssa® Email & Phone Number

I am a seasoned financial professional with 12+ years of leadership and client relations experience in financial services. Recognized for demonstrating a natural aptitude for team leadership, as well as for ensuring the best outcomes for clients and the company alike, I have a verifiable history of contributing directly to company growth and expansion throughout my career. As such, I have consistently exceeded customer satisfaction and performance goals and I am adept at achieving maximum operational output with minimal resource expenditure. Professional focal points include financial goal planning, insurance and investment recommendations, and client documentation. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, negotiation skills, as well as business acumen, recordkeeping, project management, and communication to support efficiency and maximum returns. I seek to supply clients with expert financial advice, while working to develop strategies on a case-by-case basis to ensure that clients would meet their financial goals. Colleagues describe me as a progressive, driven, down-to-earth, personable and an expert who can be relied on to offer superior solutions and deliver results.*Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of: CA, GA, MS, NC, NY, NJ, OH, SC, VA. Advisory services offered through Cambridge, a Registered Investment Adviser. New South Wealth Management and Cambridge are not affiliated.**Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.