John Carroll C(k)P®, AIF®, CRPC®, AAMS®, ARPC®
CEO, Wealth Advisor
Office: 318-787-6862
Email: jcarroll@wellspringadvisor.com
John is a native of Central Louisiana and grew up in Pineville. He is a graduate of Pineville High School and received his bachelor degree from LSU. John holds Series 7, Series 31 and Series 66 registrations with IFP Securities, LLC and has over 35 years of experience in the retirement plan industry. He also holds the following designations:
- C(k)P® - Certified 401(k) Professional designation administered by The Retirement University in collaboration with UCLA Anderson School of Management
- ARPC® - Accredited Retirement Plan Consultant designation administered by the Society of Professional Asset Managers and Record Keepers
- CRPC® - Chartered Retirement Planning Counselor designation administered through The College of Financial Planning
- AIF® - Accredited Investment Fiduciary administered by the Center for Fiduciary Studies
- AAMS® - Accredited Asset Management Specialist designation administered through The College of Financial Planning
Following graduation from college, John started his corporate career at CLECO in the Engineering department. After an eleven year career at CLECO, John was recruited to Florida to be an executive in a start-up company. That company grew to be an international benefits outsourcing company with over 1,000 employees in just a few short years and was later sold to Citi Group in the late 1990's. John spent eight years in Ponte Vedra Beach, Florida and moved his family back to Central Louisiana in 2003.
Following an eleven year career with Merrill Lynch, John formed the Wellspring Advisor Group in 2014 to focus on what he enjoys most, the retirement industry, primarily retirement plans and private clients. Most of John's clients are entrepreneurs, many in the medical and professional services industry, and his clients range from Florida to Massachusetts to California. An active member of the community, John serves as:
- Commissioner - City of Alexandria CURE, Commission on Utility Reform and Equity
- Commissioner - GAEDA, Greater Alexandria Economic Development Authority
- Board Member - Louisiana Central, Economic Development Authority
- Board of Directors and Secretary/Treasurer - Louisiana Utility Restoration Corporation (State Board - Governor appointment)
- Past President / Past Board of Directors -Louisiana Health Care Quality Forum (State Board - Baton Rouge)
John and his wife Mary live in Alexandria and love to travel, entertain and spend as much time as they can with their family, friends and spoiling their grandchildren. John also enjoys music and has played electric guitar for church praise services since 2005. John has also been doing mission work in Cuba for a over a decade and spends two weeks there building churches most years, normally in October. They have two daughters, Megan, who is a physician in Shreveport, LA. and Melanie, who is a physician in Houston, TX.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Trey Woodrum AIF®
Wealth Advisor
Office: 318-787-6862
Email: Twoodrum@wellspringadvisor.com
Trey was born and raised in Pineville, La and a graduate of Pineville High School. He completed his undergraduate education at the University of Louisiana in Lafayette, he stayed at ULL and went on to receive his Master's degree in Applied Psychology with a focus on Industrial/Organizational Psych.
Upon completion of his education, Trey moved to Houston Texas and worked as a consultant for Chevron Corporation for multiple years. While working at Chevron he created training programs for developing leadership, developed and piloted a competency management program with a small team that is still in use today across the gulf.
Trey has always had a passion for investing, he decided to follow that dream and joined Edward Jones in 2016. While he began his investing career in Houston, it didn't take long for him to realize he wanted to move his family back home to Central Louisiana. He moved back in 2017 and developed his Edward Jones practice while helping raise his two daughters, Aniston and Savannah.
During his down time, Trey enjoys spending time with his children and his family above all else. He also loves playing and coaching soccer, playing volleyball, reading, working out and staying active.
Trey joined Wellspring Advisor Group in 2023 as a Wealth Advisor. He holds his Series 7 & Series 66 registrations with IFP Securities, LLC.