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Mark Winston Email & Phone Number
Partner, CFP®, AIF®, CPFA
at
Wellspring Wealth, LLC.
1 work email found
@wellspringwealth.com
2 phones found area 770
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, CFP®, AIF®, CPFA
Location
Alpharetta, Georgia, United States
Who is Mark Winston? Overview
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Quick answer
Mark Winston is listed as Partner, CFP®, AIF®, CPFA at Wellspring Wealth, LLC., based in Alpharetta, Georgia, United States. AeroLeads shows a work email signal at wellspringwealth.com, phone signal with area code 770, and a matched LinkedIn profile for Mark Winston.
Mark Winston previously worked as Chief Financial Officer at Mcbride Merchandising, Inc. and Chief Financial Officer at Sunbelt Services Inc. / Triad Financial Group. Mark Winston holds Bs, Business Administration from University Of North Carolina At Chapel Hill.
Company email context
Email format at Wellspring Wealth, LLC.
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{first_initial}{last}@wellspringwealth.com
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AeroLeads found 1 current-domain work email signal for Mark Winston. Compare company email patterns before reaching out.
Profile bio
About Mark Winston
Wellspring Wealth is a privately held boutique wealth planning firm that provides sophisticated approaches 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.Motivated executive experienced with leading the financial function for complex and growing organizations. Comprehensive understanding of business planning challenges, strategy initiatives, financial analysis/capital structure requirements and control issues faced by closely held companies. Successfully navigated positive outcomes (acquisition or orderly wind down) of four different companies. Experience of working with entrepreneurs has been transitioned to working with business owners on their company sponsored retirement plans and to individuals on wealth management issues in pursuit of their financial goals.Experienced CERTIFIED FINANCIAL PLANNER™ (CFP®) with substantial experience in corporate retirement plans and investment portfolio construction.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, a registered investment advisor. Wellspring Wealth Management 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 Strategic Financial Planning, Portfolio Management, Finance, Wealth Management, and 11 others.
Current workplace
Mark Winston's current company
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9 roles
Mark Winston work experience
A career timeline built from the work history available for this profile.
Partner, Cfp®, Aif®, Cpfa
CurrentSecurities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wellspring Wealth Management, a registered investment advisor. Wellspring Wealth Management and Planmark Capital Management are separate entities from LPL Financial.
Apr 2010 - Present
Chief Financial Officer
Mcbride Merchandising, Inc.
Assisted the owner of the company negotiate and close on the acquisition of the company.
Sep 2009 - Mar 2010
Chief Financial Officer
Sunbelt Services Inc. / Triad Financial Group
Managed the financial functions of the company including taking responsibility for the turn around of an underperforming division.
Nov 2005 - Sep 2009
Chief Financial Officer
Quality Merchandising Group, Inc.
Managed the financial and human resource functions for company. Established the infrastructure to support the growth from 100 employees to 750 and implemented the financial controls for the five divisions of the company.
Oct 2002 - Oct 2005
General Manager / Cfo
Ideas / Folio Atlanta
Developed the systems and controls necessary to support a 300%+ growth in revenue. Point person in the successful integration (roll up) into a national company.
Jan 1994 - Aug 2002
Vice President / Commercial Lending
First Union National Bank
Responsible for a commercial loan portfolio including cross selling additional banking products.
Mar 1990 - Dec 1993
Assistant Vice President / Finance Manager
Merrill Lynch Business Financial Services
Implemented the business lending strategy delivered by the Merrill Lynch for their Financial Consultant network.
Oct 1986 - Mar 1990
Assistant Vice President / Commercial Lending
Ncnb National Bank
Upon completion of the bank's training program in 9 months, joined the commercial lending team.
Jun 1983 - Oct 1986
1 education record
Mark Winston education
FAQ
Frequently asked questions about Mark Winston
Quick answers generated from the profile data available on this page.
What company does Mark Winston work for?
Mark Winston works for Wellspring Wealth, LLC..
What is Mark Winston's role at Wellspring Wealth, LLC.?
Mark Winston is listed as Partner, CFP®, AIF®, CPFA at Wellspring Wealth, LLC..
What is Mark Winston's email address?
AeroLeads has found 1 work email signal at @wellspringwealth.com for Mark Winston at Wellspring Wealth, LLC..
What is Mark Winston's phone number?
AeroLeads has found 2 phone signal(s) with area code 770 for Mark Winston at Wellspring Wealth, LLC..
Where is Mark Winston based?
Mark Winston is based in Alpharetta, Georgia, United States while working with Wellspring Wealth, LLC..
What companies has Mark Winston worked for?
Mark Winston has worked for Wellspring Wealth, Llc., Mcbride Merchandising, Inc., Sunbelt Services Inc. / Triad Financial Group, Quality Merchandising Group, Inc., and Ideas / Folio Atlanta.
How can I contact Mark Winston?
You can use AeroLeads to view verified contact signals for Mark Winston at Wellspring Wealth, LLC., including work email, phone, and LinkedIn data when available.
What schools did Mark Winston attend?
Mark Winston holds Bs, Business Administration from University Of North Carolina At Chapel Hill.
What skills is Mark Winston known for?
Mark Winston is listed with skills including Strategic Financial Planning, Portfolio Management, Finance, Wealth Management, Retirement Planning, Financial Services, Banking, and Strategy.
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