Mark T. Maund
Title:Senior Financial Advisor
Education:BBA in Finance, Real Estate and Insurance, Augusta University
Mark is a Senior Financial Advisor in the Augusta office with 19 years of experience. Mark serves as an advisor to clients who have a compelling desire to be good stewards of their most valuable assets, which extend to their families, employees and legacies.
Mark works with a limited number of individuals, couples and businesses using a consultative process we call wealth management. Wealth management consists of investment consulting, advanced planning and relationship management. Investment consulting involves constructing and monitoring portfolios to uniquely support each client’s priorities; advanced planning involves enhancing, transferring, protecting, and sharing wealth; and relationship management involves assembling and managing a team of experts to design solutions to help them achieve what is most important to them.
In addition, Mark has previously served on numerous boards, including the United Way of the CSRA; the Boys and Girls Club of the CSRA; the United Methodist Children’s Home; Georgia Health Decisions, a not-for-profit health research organization; the Augusta Ballet; Augustans Together, an organization promoting racial and ethnic harmony; the Imperial Theater; the Metro Augusta Chamber of Commerce; and the Georgia Association for Community Leadership. Mark co-hosted a weekly radio program on wealth management issues for five years and speaks frequently to professional, charitable and civic groups on wealth management.
Areas of Expertise
- High-Net-Worth Individuals
- Estates & Trusts
- Endowments & Foundations
- Small Business Owners
- Investment Portfolio Management
- Financial & Retirement Planning
- Corporate Benefits & Retirement Plans
- Life, Disability, and Long-Term Care Insurance
- Pastor, Riverview United Methodist Church, Evans, Georgia
- Advisory Board, Doctors Hospital of Augusta
- Treasurer and Trustee, Clinton-Anderson Hospital, Inc.
- Board Member, Joseph M. Still Research Foundation, Inc.