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
Ryan Terry

CFP®

Financial Advisor, RJFS

615.432.4436

Clay Crothers
Clay Crothers

Financial Advisor, SageSpring

615.432.4445

Sarahbeth Shaw
Sarahbeth Shaw

Client Operations, SageSpring

615.432.4442

Megan Norris
Megan Norris

Client Services Associate, SageSpring

615.432.4446

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

Recent Insights

615.861.6100
Megan Norris
Megan Norris

Client Services Associate 
615.432.4446

Megan Norris 

Client Services Associate 

Ryan Terry
Ryan Terry

CFP®

Financial Advisor, RJFS 
615.432.4436

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

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. 

 

Jeffrey Dobyns
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Jeff Dobyns has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans.

Jeff earned his finance degree in business administration from Ohio University and has held executive positions with financial planning firms for more than two decades. After serving as Vice President of Investments of Lykins Financial Group, CPA’s, in his hometown of Westerville, Ohio, Jeff moved to Nashville, Tennessee to found SageSpring Wealth Partners in 2002. As its President, Jeff has led SageSpring to remarkable success, holding the distinction of being one of Raymond James’ top independent contractor offices, and a member of its Chairman’s Council*, every year since 2008.

Jeff’s true calling, however, is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, Jeff leads the team of Dobyns Wealth Team and also incorporates the expertise of attorneys, accountants and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.

As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns Wealth Team hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide (as of 9/30/2020).

In order to meet the highest standards of professionalism and ethics in the industry, Jeff is a CERTIFIED FINANCIAL PLANNERTM practitioner**, a Chartered Life Underwriter and a Chartered Financial Consultant. Jeff is also a participant of the Dave Ramsey SmartVestor program.

Jeff’s work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, Jeff devotes considerable time and resources to a number of causes, including serving as a board member of Men of Valor, a prison ministry and mentoring program. He is also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Additionally, Jeff is on the advisory board for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose. Lastly, Jeff serves on the board of the Legacy Center of Nashville, a collaboration of independent coaching resources. 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 raising their family in Brentwood where they are members of the Brentwood Baptist Church, and their children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, Jeff enjoys hunting, fishing and just being outdoors.

* Membership is based on prior fiscal year production. Re-qualification is required annually.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, SageSpring Wealth Partners and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. SageSpring Wealth Partners does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of SageSpring Wealth Partners. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of SageSpring Wealth Partners, except in connection with providing your contact information to your advisor.

Ramsey Solutions’ 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.

Raymond James is not affiliated with any of the organizations mentioned above.