FRANKLIN, Tenn., January 3rd, 2023 –– SageSpring Wealth Partners, a prominent wealth advisory firm, is excited to announce the launch of the Cotignola Wealth Team led by financial advisor Chris Cotignola. This now leads to a total of more than 49 wealth teams across 11 offices.
Chris Cotignola’s journey with SageSpring Wealth Partners began as a mentee on the Eric J. Shapiro Wealth Team for two years. During that time, Cotignola had the opportunity to hone his skills, gain valuable insights, and develop a deep understanding of the firm’s dedication to comprehensive client service. “I couldn’t have asked for a better mentor,” shares Chris. “When I changed careers from education, it was really important for me to be able to find someone to learn from so the mentorship program at SageSpring really stood out to me,” Chris continued. “Eric always supported my goal of starting my own wealth team, and I feel so grateful to be making this a reality now.”
Expressing gratitude for the journey and the individuals he has met along the way, Chris reflects, “I was surrounded by exemplary role models right when I joined SageSpring as a mentee. Now, with the opportunity to go on my own, I feel the same gratitude. I have so many talented and experienced people to support me in this new journey. When I’m faced with a new challenge, I know there’s someone who has gone before me who is willing to help. I hope I can continue this beautiful cycle of mentorship we have at SageSpring.”
As leader of the Cotignola Wealth Team, Chris brings a wealth of knowledge and a passion for serving clients with excellence. Transitioning from a career in education to finance, Chris emphasizes the importance of continuous learning. “I have always loved to learn and it’s this hunger for learning that helps me become a better financial advisor every single day.” In the same way, Chris values the opportunity to teach and considers it a key aspect of his ethos. “I strive to educate my clients so they are empowered to make more informed decisions about their finances.” “Whether it’s a busy working professional or a solopreneur, I believe we can make a greater impact in our clients’ lives by taking this approach,” says Cotignola.
The Cotignola Wealth Team is officially open in Omaha, Nebraska, and is accepting new clients for 2024.
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
Jessica Roberson
Corporate Marketing Manager, SageSpring
Branch Associate, RJFS
615.861.8876
801 Crescent Centre Drive, Suite 600
Franklin, TN 37067
