J. Mark Case attended the University of South Carolina on an athletic scholarship and was a part of the Sports Medicine program as an athletic trainer for football. Finishing in 1985, Mark worked in the financial industry until becoming Insurance licensed for Life, Accident and Health in 1988 and Securities licensed in 1991.
Mark holds series 6, 7, 24, 63 and 65 securities licenses, is registered in 22 states and has actively managed insurance products and investment assets for over 30 years.
Mark is the President of an insurance agency established in 1986 and domiciled in Lexington South Carolina.
In 2018, Mark became a Certified Financial Fiduciary® (CFF) and a member of the National Association of Financial Fiduciaries (NACFF).
In his practice, Mark’s goal is to use holistic planning that considers all aspects and factors that could impact the plan and the lives of his clients. This approach begins with client education and culminates in a plan that not only acts in the client’s best interest but is flexible to life events that may impact his clients.
Outside of his work, Mark enjoys time with his wife, Della, and son, Connor. He is an active member of Mt. Horeb United Methodist Church where he volunteers as a Prayer Warrior, fourth grade small group leader and a mentor for disadvantaged children in the Lexington area.
Mark and Della are also active in Haiti missions with ongoing trips planned to help bring quality healthcare to small outlying villages.
Securities and Investment Advisory Services offered through Next Financial Group, Inc. Member FINRA/SIPC, CMA Financial Services is not an affiliate of Next Financial Group, Inc.