Welcome Mark Massey!

April 12, 2018 // Randy Glick

SMA Welcomes Mark Massey to SMA Services, Inc.

We are pleased to announce that Mark Massey has accepted the position of Director of Retirement Plan Development, effective April 1, 2018.

Mark is one of the most experienced retirement planning representatives in the country with more than thirty years in the financial and insurance industry. Prior to accepting this position, Mark served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC.

Over the years, Mark has earned a stellar reputation for his knowledge, service, and integrity. He is diligent as he works to develop retirement plan strategies for business owners and their employees. Mark's experience with plan implementation, compliance, investment, and service of various types of retirement plans will be invaluable to us in serving our customers.

Mark received his Bachelor’s Degree from the University of Memphis and currently holds FINRA Series 6 and 63 registrations.  He is also a life, health, and property and casualty insurance licensed professional. He is an accredited instructor of continuing education for Certified Public Accountants in the State of Tennessee and provides continuing education training for many other organizations.  Mark is a native of Memphis but now resides in Louisiana with his wife, Angie.

Please join us in welcoming Mark to our team!

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