New South Wealth Management Employee Directory

Q: How many employees does New South Wealth Management have currently?

New South Wealth Management has approximately 10 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth preservation/distribution.

To schedule an appointment: https://calendly.com/newsouthwealth

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and New South Wealth Management are not affiliated.

Find New South Wealth Management employees' phone numbers or email addresses

New South Wealth Management Global Highlights

North America
14

United States Of America
14

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

New South Wealth Management's Leadership

J. M. C. C.
Managing Partner
Mobile Phone
Email
J. M.
Managing Partner
Mobile Phone
Email
N. D.
Director Of Investment Operations
Mobile Phone
Email
A. M.
Director Of New Business
Mobile Phone
Email
J. W.
Director Of Practice Management
Mobile Phone
Email
J. L.
Manager, Operations
Mobile Phone
Email
B. K.
Independent Financial Advisor
Mobile Phone
Email
M. A. T. C.
Wealth Management Advisor
Mobile Phone
Email

New South Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from New South Wealth Management

Name

Title

Contact Info

Location

Last Update

J. M. C. C.
Managing Partner
Mobile Phone
Email
United StatesNorth Carolina
Mar 25, 2026
J. M.
Managing Partner
Mobile Phone
Email
UNITED STATES
Aug 26, 2025
N. D.
Director Of Investment Operations
Mobile Phone
Email
United StatesColorado
Jan 29, 2026
A. M.
Director Of New Business
Mobile Phone
Email
Aug 12, 2025
J. W.
Director Of Practice Management
Mobile Phone
Email
Oct 16, 2024
J. L.
Manager, Operations
Mobile Phone
Email
United StatesNew Mexico
Oct 17, 2024
B. K.
Independent Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Mar 24, 2026
M. A. T. C.
Wealth Management Advisor
Mobile Phone
Email
United States
Oct 23, 2025
V. C.
Certified Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
Nov 15, 2025
A. B.
Administrative Assistant
Mobile Phone
Email
United StatesNorth Carolina
May 17, 2025

Frequently Asked Questions

What is New South Wealth Management known for?

New South Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 4539 Hedgemore Drive Suite 103 Charlotte, North Carolina 28209 United States. Explore New South Wealth Management's company overview page for more information.

What is New South Wealth Management's most common email format?

New South Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more New South Wealth Management email formats with LeadIQ.

How many employees does New South Wealth Management have currently?

New South Wealth Management has approximately 10 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are New South Wealth Management's key employees and leadership?

As of March 2026, New South Wealth Management's key employees include:

Managing Partner: J. M. C. C.
Managing Partner: J. M.
Director Of Investment Operations: N. D.
Director Of New Business: A. M.
Director Of Practice Management: J. W.

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