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terry wealth team 2023 of sagespring wealth partners
Ryan Terry Wealth Team

Integrity and Commitment in All We Do

Our team provides our clients with sound financial advice and innovative strategies to build wealth. Our comprehensive financial planning approach prepares our clients for financial stability, despite market fluctuations.

About Us

First, we analyze a client’s financial history, looking at money held in investments, savings accounts, and retirement funds. Next, we build on that information, taking into account expenses, financial goals, and legacy-building.

Every piece of advice we give is carefully researched, so that you can have confidence in knowing that your finances are in good hands. We educate our clients so they fully understand the implications of each financial decision. Since we’re an independent financial advisor, we’re not under any obligation to sell certain funds or products. Instead, we have access to mutual funds, stocks, bonds, certificates of deposit, money market accounts, Section 529 college savings plans, fifty private money management firms, and thousands of insurance products on the market. We analyze all the options to come up with an approach that fits your goals and needs.

Markets can be unpredictable, and you need an experienced and skilled financial advisor to walk beside you on your financial journey. Our key guiding principles are integrity in all that we do and a deep commitment to every single client.

Meet Our Team

Learn more about each of the dedicated members of the Ryan Terry Wealth Team.

ryan terry 2023 of sagespring wealth partners
Ryan Terry

CFP®

Financial Advisor, RJFS

615.432.4436

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megan norris 2023
Megan Norris

Client Services Associate, SageSpring

615.432.4446

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Taylor Keen
Taylor Keen

Financial Advisor, SageSpring | Financial Professional, RJFS

615.861.3514

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Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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Our Location

Street Address
12 Cadillac Drive, Suite 100
Brentwood, TN 37027

Phone Number
615.432.4436

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Disclosure Information

© 2023 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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© 2023 |  Associated with Raymond James  |  Client Summary

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615.861.6100
megan norris 2023
Megan Norris

Client Services Associate 
615.432.4446

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Megan Norris 

Client Services Associate 

ryan terry 2023 of sagespring wealth partners
Ryan Terry

CFP®

Financial Advisor, RJFS 
615.432.4436

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Ryan Terry 

Financial Advisor, RJFS

Ryan Terry is a CERTIFIED FINANCIAL PLANNER™ practitioner at SageSpring Wealth Partners, and a Raymond James Financial Advisor. Through Raymond James Financial Services, Inc., Ryan provides his clients with sound investment strategies designed to help build wealth through comprehensive financial planning. Ryan’s integrity and commitment to excellence equip him to soundly advise his clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.

Ryan holds the Series 7, 66, Life and Annuity Licenses, is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered as a financial advisor with Raymond James Financial Services, Inc.

Ryan is originally from Evansville, IN. He graduated right here in Nashville, Tennessee, from Lipscomb University with a degree in Business Management and a minor in Spanish. While at Lipscomb, he was the captain of the university’s golf team and the president of Lipscomb’s Fellowship of Christian Athletes. Ryan was also very active in the mission department at Lipscomb, where he served on or led seven trips to Honduras during his time there. Since graduating, Ryan has continued his service by leading an annual mission trip to El Salvador. In his free time, Ryan is an active member at Ethos Church, and he still enjoys playing competitive golf and basketball.

Clay Crothers
Clay Crothers

Financial Advisor, SageSpring 
615.432.4445

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Clay Crothers 

Financial Advisor, SageSpring

Originally from Nashville, Clay Crothers grew up going to activities at Lipscomb and ended up graduating from the University years later with a degree in Sports Management and a Master of Business Administration degree. During his time at Lipscomb, Clay served as an Assistant Coach for the Women’s Basketball team for 4 years and was also actively involved with social clubs and mission trips to Honduras and Nicaragua.

In his role as Financial Advisor at SageSpring Wealth Partners, Clay’s goal is to help others achieve their goals and build relationships along the way. This, along with the values set forth by SageSpring, are just a couple examples of what brought him here.

Clay’s favorite thing about working at SageSpring is the people. He is thankful for the culture and the desire of everyone to help each other, and he enjoys getting to know the clients he comes in contact with.

Outside of work, Clay attends Ethos Church, enjoys playing and watching sports, and spends time with family. His favorite sports to play are hockey, golf, soccer, and basketball. 

 

Taylor Keen
Taylor Keen

Financial Advisor, SageSpring | Financial Professional, RJFS 
615.861.3514

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Taylor Keen 

Financial Advisor, SageSpring | Financial Professional, RJFS 

Taylor received his Bachelor’s degree in Business from the University of Tennessee. After graduating, he moved to Nashville to begin his career.

As a mentee in the Mentorship Program at SageSpring Wealth Partners, his responsibilities are to aid his mentor, while learning how to best support a client’s needs. He is learning the basics of comprehensive financial planning and how to best provide value for the relationships he will one day build. He also helps prepare for and observes meetings in order to pick up skills that will help him serve his clients to the highest degree.

When he arrived in Nashville, Taylor began as a SageSpring client because of his belief in their core values and how they treated people. Through this working relationship, he saw how great of a place SageSpring Wealth Partners really was because of the company’s approach to serving others. Taylor then began pursuing a career to serve people through financial planning and knew this was where he needed to be.

Taylor loves how the passion he sees within his colleagues at SageSpring that pushes everyone to always be learning and putting relationships first. In his time here, Taylor has found that everyone has an open door policy and is willing to help at any time.

In his spare time, Taylor loves to be with friends and family and always tries to stay active. He enjoys cooking (or trying to) and throwing cookouts with his friends.

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

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Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns is President and Founder of SageSpring Wealth Partners. Passionate about serving his clients, he strives to truly get to know them, understand their goals, and provide them with financial confidence before developing and executing ongoing, strategic financial plans. 

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter, a Chartered Financial Consultant, and a participant of the Dave Ramsey SmartVestor referral service program.

Jeff has held executive positions with financial planning firms for more than two decades. He served as VP of Investments of Lykins Financial Group CPAs before founding SageSpring in 2002. Jeff has been recognized for his unwavering commitment to his clients, and as a leader among Raymond James financial advisors, earning membership in Raymond James Chairman’s Council every year since 2008.

Jeff devotes considerable time and resources to a number of causes. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. He is on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes, as well as the advisory board for Halftime Institute of Nashville, an organization that coaches marketplace leaders to discern and engage in their life purpose. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. He is a past board member of Porter’s Call, a Nashville charity that provides free counseling for musicians and their families, and the Martha O’Bryan Center, which empowers those in poverty to transform their lives through work, education, employment, and fellowship.

Jeff and his wife, Amy, are grateful to be raising their four children, Gracyn, Hunter, and twins Tanner and Logan at Christ Presbyterian Academy. Jeff enjoys being outdoors with his family- boating, hiking, skiing, hunting and fishing.

Ramsey Solution’s relationship and agreement is between SageSpring Wealth Partners only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and SageSpring Wealth Partners.

Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.