Wellspring Wealth Management LLC

Valeri Bishop is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA, holding a Series 63 designation and 31 years of industry experience. Prior to joining Wellspring in 2018, Bishop worked at firms including Charles Schwab and E*TRADE. Outside of advisory work, Bishop owns a short-term vacation rental business in Cleveland, GA. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with wealth management and advisory services. The firm’s investment process is overseen by an internal committee that develops model allocations across various fund types, while advisors implement strategic asset allocation and portfolio rebalancing tailored to client needs.

Mark Winston is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wellspring Wealth Management LLC since 2017 and previously at Planmark Capital Management and LPL Financial. He provides investment advisory services primarily through Wellspring Wealth Management, an independent registered investment advisor firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes strategic asset allocation overseen by an internal Investment Policy Committee, with access to a range of mutual funds, ETFs, alternative investments, and third-party wrap programs.

Dennis Wright is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Wellspring Wealth Management LLC, where he has worked since 2018, and has prior experience at LPL Financial and The Leaders Group Inc. Wright is also involved with Wellspring Associates, an insurance agency affiliated with his advisory firm. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and select business or retirement entities with tailored wealth management and advisory services. The firm’s investment process includes oversight by an internal Investment Policy Committee and access to third-party wrap programs, combining advisory and broker/insurance relationships.

Andrew Wright is a financial advisor with Wellspring Wealth Management LLC in Alpharetta, GA. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Wellspring Associates, The Leaders Group Inc, MML Investors Services LLC, and Massachusetts Mutual Life Insurance Co. Wellspring Wealth Management serves individuals, high-net-worth clients, families, trusts, and certain business or retirement entities with wealth management and advisory services. The firm’s investment process is guided by an internal Investment Policy Committee and offers tailored portfolio management, financial planning, and access to various third-party programs.

John Glover Jr. is a financial advisor with LPL Financial based in Alpharetta, GA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with LPL Financial since 2009 and is also involved with Wellspring Wealth Management LLC and PlanMark Financial Group, serving in leadership roles. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.