Our Philosophy
Services
About Us
Our Team
Our Partners
Insights
FAQ
Contact
Mac McLaughlin
CFP®
Senior Wealth Advisor, Managing Director
View LinkedIn
Mac joined Wellspring in 2017 and currently serves as a Senior Wealth Advisor. He is responsible for providing financial, estate, tax, and investment planning for ultra-high-net-worth clients and families in addition to overseeing his client service team.
Prior to Wellspring, Mac served as an Assistant Portfolio Manager at Private Harbour Investment Management and began his career as a Financial Representative Full Trader at Fidelity Investments. Before joining the wealth management industry, he was a Professional Golfer for two years, playing on tours throughout the U.S. and amassing two professional victories in tournament play.
Mac graduated from the University of Virginia as an Academic All-American with a Bachelor of Science in Political Science. He is also a CERTIFIED FINANCIAL PLANNER™ professional and serves on the Board of Directors for the Financial Planning Association® (FPA®) of Northeast Ohio.
Mac is actively involved in various nonprofit organizations, including serving on the Board of Directors for Engage! Cleveland as well as the Pro-Am Committee for the Ronald McDonald House Charities of Northeast Ohio.
Related Resources
August 22, 2024
Mac McLaughlin
The Connelly Decision: Why Closely Held Business Owners Should Review Their Buy-Sell Policies
December 21, 2023
Mac McLaughlin
ChatGPTime-Out: Will AI Take Over the Financial Planning Industry?
February 2, 2022
Mac McLaughlin
Setting "SMART" Goals