Mac McLaughlin, CFP®

Senior Wealth Advisor, Managing Director at Wellspring Financial Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Cleveland, Ohio, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2020
    - Sep, 2024

Experience

  • Wellspring Financial Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Advisor, Managing Director
      • Jan 2023 - Present

    • Senior Wealth Advisor, Director
      • Aug 2022 - Dec 2022

    • Senior Associate
      • Feb 2019 - Aug 2022

    • Associate
      • Jul 2017 - Feb 2019

  • Private Harbour Investment Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Assistant Portfolio Manager
      • Oct 2016 - Jul 2017
  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative Full Trader
      • Mar 2016 - Oct 2016
  • Mac McLaughlin Golf
    • Professional Golfer
      • Aug 2013 - Mar 2016

      • Founded my own business and embarked on a lifelong dream of Professional Golf • Developed all contracts and business templates • Self marketed to all potential investors and negotiated terms • Raised over $80,000 of working capital, including multiple repeat investors • Hired and managed a team of professional coaches, trainers and specialized consultants • Designed a website and various social media outlets • Managed assets/ budget including travel expenses, membership fees, coaching and consulting expenses, room and board and general living expenses • Improved my performance on the golf course while operating a start-up company Show less

Education

  • University of Virginia
    Bachelor of Science, Political Science
    2009 - 2013
  • University School
    2005 - 2009

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