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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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615.861.6100
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 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.