We take pride in educating our clients on all things finance. Explore our insights, webinars, and video resources below.
FRANKLIN, Tenn., April 21, 2023 – SageSpring Wealth Partners is pleased to announce the promotion of Jessica Roberson to Corporate Marketing Manager. Roberson joined the firm as Marketing Coordinator and Branch Associate, RJFS in May
FRANKLIN, Tenn., February 9, 2023 – SageSpring Wealth Partners announced the recent promotion of three team members to leadership positions. Since its transition from Southwestern Investment Group to an independent firm last year, SageSpring has
Franklin, TN – Jeffrey T. Dobyns, Founder and President of SageSpring Wealth Partners and financial professional with Raymond James Financial Services (RJFS), was recently named a member of the 2023 RJFS Chairman’s Council. This marks
Southwestern Investment Group is beyond proud of how much our advisors care for their clients. Melissa Jones is a gleaming example of that. Thanks to a chance encounter with a Southwestern Investment Group team member,
Southwestern Investment Group is grateful for employees who grow with our company, as they contribute to shaping our future. Gerry Macbeth, Southwestern Investment Group’s Chief Financial Officer, is an excellent example of this, because she’s
Southwestern Investment Group hires associates who we know will take care of our customers and look out for their best interests. Compliance and Operations Manager of Southwestern Investment Group, Deborah Jenkins, fits the bill. During
One commonality you’ll find among Southwestern Investment Group associates is that they care about you, your family, and your goals. Sara Clegg is no exception, and you’ll quickly learn that she is dedicated to helping
Our Southwestern Investment Group associates all share one core value: they genuinely care about our clients’ success. Anitra Brennan is no exception. She is a wonderful example of a consultant who dives deep into her
Helping our clients build their way toward their dreams—that’s what Elisa Leftridge Jones loves about her role as Client Operations Executive for the Sircy-Hurd Wealth Team. Her positive spirit and strong-willed determination have led her
Notifications