Mary Clark Lack, CWS®
Client Services Coordinator
Mary Clark Lack, CWS®, joined LongView in November 2020 and serves as Client Services Coordinator for Joey Lancaster’s practice in the Madison, GA, branch. Mary Clark graduated from the University of Georgia in 2019 with a major in Financial Planning. Prior to joining LongView she was a Client Service Associate at USB Financial Service in Atlanta. She also interned as a Client Marketing Specialist at Cannon Financial Institute where she earned her Certified Wealth Strategist® Designation.
Mary Clark has a passion for helping others. As a Client Services Coordinator, she provides a customized client experience for all the clients she assists.
Mary Clark is a native to the Madison area and currently resides in Athens, GA with her husband, Parker. Outside of work, she enjoys spending time with friends and family, being outdoors, playing golf, and traveling.
*The Certified Wealth Strategist® (CWS®) Education and Designation have been developed by the Cannon Financial Institute. The Certified Wealth Strategist® designation program provides financial services professionals with an additional level of knowledge to both competently and confidently serve their clients and exceed client expectations. The program is designed to provide financial services professionals with the knowledge and skill sets needed to work with more complex client issues in these four broad and primary phases of wealth management: Creation and Growth of Wealth, Preservation and Protection of Wealth, Distribution of Wealth during Life, and Distribution of Wealth at Death. CWS® certificants are required to have more than three years’ experience in the financial services industry and significant experience in a client-facing role, or a four-year degree from an accredited school. Ethics In accepting the Certified Wealth Strategist® designation certificants support and adhere to the obligations and responsibilities set out below. Responsible to the public to provide accurate and truthful representation in advertising and public statements regarding services and expected results. Responsible to the client to provide objective, accurate and truthful professional services. Responsible to maintain and respect confidentiality of sensitive information obtained in the execution of professional responsibilities. Responsible for ensuring that a client’s interests are not compromised by conflicts of interest or other unethical and inappropriate influences of professional judgment. Ongoing Requirements CWS® certificants are required to complete 33 hours of CE (30 general and 3 Ethical) for each reporting period.