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Jessica Roberson Promoted to Corporate Marketing Manager

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 of 2022 where she assisted with the firm’s rebrand and ongoing marketing initiatives. Reflecting on Roberson’s efforts, SageSpring’s Director of Advisor Business Development, Sarah Esposito, said, “Jessica jumped in on day one to make the transition to a new brand seamless for our teams,” said Esposito. She continued, “Jessica has used her skills to elevate our marketing and has shown a continued commitment to the growth of our department, and our brand.”

In her new role, Roberson will continue to focus on growing the firm’s brand by directing corporate level initiatives that create efficiencies for SageSpring’s wealth teams, and by striving to ensure the firm continues to grow as an industry thought leader with content that helps clients stay informed.

“I’m excited to take on this new role as Corporate Marketing Manager and grateful to be a part of a team that trusts me to manage our new brand and corporate marketing initiatives,” said Roberson. “After overseeing last year’s rebrand, the SageSpring name and brand are personal to me, so I look forward to building on the foundation we laid and taking our marketing strategies to the next level.”

Jessica Roberson is a proponent for SageSpring’s brand promise: you invest in your future, we invest in you. Roberson said, “I see our advisors embody this commitment to clients every day, but it applies within SageSpring too. My new role is one piece of a larger plan to continue investing in our people, expanding our footprint, and sharing our message of philanthropy, mentorship, and servant leadership.”

Esposito is enthusiastic about Roberson’s promotion, “I am proud to work beside Jessica and to watch her own this role on a higher level. We recognize the tremendous efforts she has put in and I am thrilled to reward those efforts with this promotion.”

About SageSpring 

From its humble beginnings in 2002 to today, SageSpring–formerly Southwestern Investment Group–has continuously taken a holistic approach to financial advice. By prioritizing clients’ wellbeing, SageSpring gets to know what matters to clients in order to tailor counsel, helping clients reach their financial goals. SageSpring’s comprehensive money-management strategies are designed to help clients build a life of wealth and long-lasting financial independence. 

For more information or to speak to an advisor, visit sagespring.com.

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. 

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Media Contact

Sarah Esposito
Director of Business Development, SageSpring
Branch Associate, RJFS

615.861.6098

801 Crescent Centre Drive, Suite 600 Franklin, TN 37067 

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, 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.