Andrew Wright, Cfp®, Aif®

Andrew Wright, Cfp®, Aif® Email and Phone Number

Senior Wealth Advisor @ Wellspring Wealth, LLC.
Alpharetta, GA, US
Andrew Wright, Cfp®, Aif®'s Location
Alpharetta, Georgia, United States, United States
Andrew Wright, Cfp®, Aif®'s Contact Details

Andrew Wright, Cfp®, Aif® work email

Andrew Wright, Cfp®, Aif® personal email

n/a

Andrew Wright, Cfp®, Aif® phone numbers

About Andrew Wright, Cfp®, Aif®

Andrew is a Senior Wealth Advisor with Wellspring Wealth where he provides a driven commitment to serving client interests throughout the Wealth Integration Process™.Wellspring Wealth is a privately held boutique wealth planning firm that provides sophisticated strategies to issues that impact the lives of wealthy families. Areas of focus include; asset protection strategies, business succession planning, estate planning, insurance and investment advisory services. The firm's advisors work with a nationwide clientele from their headquarters in Alpharetta and also maintain offices in Atlanta. In December of 2016, Wellspring Wealth acquired The Planmark Financial Group. Planmark is a full-service pension consulting firm. We provide a wide array of qualified plan strategies, as well as, non-qualified plans.With a proven aptitude for complex financial analysis, Andrew has established a foundation of success in providing clients with suitable advice on a variety of matters relating to planning, securities and life insurance. He successfully completed the Series 7 (held with LPL Financial) and 66 (held with LPL and Wellspring Wealth Management) examinations on the first attempt.Outside Wellspring Wealth, Andrew is a percussionist, automotive enthusiast, and is committed to health and fitness. However, his true passion is working to help protect animals. One such avenue is through the conservation of fish species that are extinct in the wild. This is accomplished by reproducing some species through captive breeding in his aquarium. Andrew also enthusiastically supports the World Wildlife Fund, The Humane Society and the Sea Shepherd Conservation Society.Andrew earned a Bachelor of Science in Entrepreneurship and Family Business from Auburn University, where he also minored in Finance and Marketing.Andrew was born in Overland Park, Kansas, and moved to Atlanta in 1994. He is a proud Eagle Scout. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Wellspring Wealth Management LLC, (Wellspring Wealth), a registered investment advisor. Wellspring Wealth and Planmark Capital Management are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit www.wellspringwealth.com

Andrew Wright, Cfp®, Aif®'s Current Company Details
Wellspring Wealth, LLC.

Wellspring Wealth, Llc.

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Senior Wealth Advisor
Alpharetta, GA, US
Andrew Wright, Cfp®, Aif® Work Experience Details
  • Wellspring Wealth, Llc.
    Senior Wealth Advisor
    Wellspring Wealth, Llc.
    Alpharetta, Ga, Us
  • Wellspring Wealth, Llc.
    Senior Wealth Advisor
    Wellspring Wealth, Llc. Apr 2018 - Present
    Alpharetta, Ga, Us
  • Wellspring Associates
    Financial Advisor
    Wellspring Associates Apr 2016 - Present
    Atlanta, Georgia, Us
    Wellspring Associates provides a very specialized form of consulting known as the Wealth Integration Process™ for high net worth client families to provide Clarity for Complex Issues™. They have been refining this proprietary process since 1981 that allows successful client families discover their Unique Wealth Philosophy™; or, more simply stated, what they truly want to accomplish with their success. Their Unique Wealth Philosophy™ is then used to integrate, or coordinate, every aspect of their success and planning. The Wealth Integration Process™ commonly integrates estate planning, asset preservation, business continuation, charitable planning, professional advisors, financial planning, income tax strategies and the family office.
  • Capstone Financial
    Financial Planner
    Capstone Financial Aug 2014 - Apr 2016
    Atlanta, Georgia, Us
    I provide an analysis of your current financial situation and help you:• Identify financial goals and concerns• Illustrate what is being done to reach your goals and deal with concerns• Identify gaps, if present, and offer suitable choices to fill them.
  • The Wellspring Group
    Intern
    The Wellspring Group May 2010 - Jul 2014
    Atlanta, Georgia, Us
    Compliance Intern• Converted client financial accounts and variable life insurance securities files from paper to electronic media. Increased Compliance Department audit efficiency by 3.6% during broker-dealer and SEC audits (data supplied by CCO).• Verified that Compliance Department required documents and notes related to Registered Representative activities were present and organized according to Wellspring filing convention.• Position qualification included Wellspring, LPL Financial and Financial Industry Regulation Authority (FINRA) background checks (local and FBI) as well as registration with FINRA.
  • Phi Kappa Psi Fraternity
    Recruiter
    Phi Kappa Psi Fraternity Jan 2011 - Dec 2012
    Indianapolis, In, Us
    • Student Recruiter for Phi Kappa Psi Alabama Beta.• Increased number of members by 142% in 2 years.• Received the Recruiting Award by the Auburn Interfraternity Council.• This recruiting contributed to the Small Fraternity Award for 3 straight years.
  • Jones Bridge Animal Hospital
    Kennel Technician
    Jones Bridge Animal Hospital May 2005 - Aug 2009
    • Assisted veterinarians and senior technicians in caring for all sorts of family pets.

Andrew Wright, Cfp®, Aif® Skills

Marketing Public Speaking Finance Management Analysis Financial Analysis Strategy Project Management Insurance Time Management Recruiting Customer Service Leadership Compliance

Andrew Wright, Cfp®, Aif® Education Details

  • Auburn University
    Auburn University
    Entrepreneurial And Small Business Operations With Minors In Finance And Marketing
  • Chattahoochee High School
    Chattahoochee High School

Frequently Asked Questions about Andrew Wright, Cfp®, Aif®

What company does Andrew Wright, Cfp®, Aif® work for?

Andrew Wright, Cfp®, Aif® works for Wellspring Wealth, Llc.

What is Andrew Wright, Cfp®, Aif®'s role at the current company?

Andrew Wright, Cfp®, Aif®'s current role is Senior Wealth Advisor.

What is Andrew Wright, Cfp®, Aif®'s email address?

Andrew Wright, Cfp®, Aif®'s email address is aw****@****tes.com

What is Andrew Wright, Cfp®, Aif®'s direct phone number?

Andrew Wright, Cfp®, Aif®'s direct phone number is +167854*****

What schools did Andrew Wright, Cfp®, Aif® attend?

Andrew Wright, Cfp®, Aif® attended Auburn University, Chattahoochee High School.

What are some of Andrew Wright, Cfp®, Aif®'s interests?

Andrew Wright, Cfp®, Aif® has interest in Working Out, God, Family, Children, Environment, My Jeep Wrangler, Working On My Jeep Wrangler, Phi Kappa Psi, Animal Welfare, Gym.

What skills is Andrew Wright, Cfp®, Aif® known for?

Andrew Wright, Cfp®, Aif® has skills like Marketing, Public Speaking, Finance, Management, Analysis, Financial Analysis, Strategy, Project Management, Insurance, Time Management, Recruiting, Customer Service.

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