What departments does New South Wealth Management have?

New South Wealth Management has employees across 3 departments including Business, Operations, Finance.

What is the largest department at New South Wealth Management?

The largest department at New South Wealth Management is Business with 1 employees.

Where are New South Wealth Management employees located globally?

New South Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has New South Wealth Management's team size changed over time?

New South Wealth Management's team has decreased from approximately 9 to 8 employees based on available data.

New South Wealth Management Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

New South Wealth Management is a private wealth management firm based in Charlotte, North Carolina, serving individuals, families, and small business owners. It focuses on helping clients with risk management, wealth accumulation, and wealth preservation and distribution. The firm operates within the financial services sector and provides advisory and related services tailored to its clients.

Securities are offered through Cambridge Investment Research, Inc., a broker-dealer registered with FINRA/SIPC, while advisory services are provided by Cambridge Investment Research Advisors, Inc., a registered investment adviser; the Cambridge entities are not affiliated with New South Wealth Management. The organization maintains a relatively small professional team.

New South Wealth Management Global Highlights

North America
17

United States Of America
17

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
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
A. B.
Administrative Assistant
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
May 15, 2026
J. M.
Managing Partner
Mobile Phone
Email
UNITED STATES
Jun 08, 2026
A. M.
Director Of New Business
Mobile Phone
Email
Jun 25, 2026
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
Apr 16, 2026
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 12 employees as of June 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 June 2026, New South Wealth Management's key employees include:

Managing Partner: J. M. C. C.
Managing Partner: J. M.
Director Of New Business: A. M.
Director Of Practice Management: J. W.
Manager, Operations: J. L.

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New South Wealth Management Employee Directory

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