Wellspire Financial Group Team Profile

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

Retirement Planning Strategies
Small Business
Investment Management
Saving for Education
Charitable Giving
Retirement Income Strategies
Estate Planning Strategies
Tax Planning Strategies
Social Security Retirement Benefits
Intergenerational Planning
Christian Financial Strategies
Sustainable and Responsible Investing
Women's Financial Strategies

Carrie-Beth Randall, Ameriprise Circle of Success , 2023
Wellspire Financial Group, Ameriprise Client Experience Award, 2021 - 2023
Eddie McNeal, Ameriprise Circle of Success, 1991, 1993, 1995-1996, 1998-1999, 2001, 2003-2007, 2009, 2013-2015, 2017-2022
Eddie McNeal, Ameriprise Circle of Success Diamond Ring, 2009

We enjoyed volunteering with Starkville Strong on Ameriprise's National Day of Service 2023

All of us at Wellspire Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Wellspire Financial Group team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on four measurable statistics that reflect the value of goal-based advice to our clients: Client Experience Rating; percentage of clients over a certain asset level in Advice Relationships; percentage of clients over a certain asset level with regular contact and, once the practice has exceeded a minimum amount of Net Flows, the percentage of Net Flows derived from Assets Under Management.

7 albums

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