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

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

Listed skills include Marketing, Public Speaking, Finance, Management, and 10 others.