Will and Jesse Scroggins Recognized in 2024 AdvisorHub's 1000 Advisors to Watch

Will and Jesse Scroggins Recognized in 2024 AdvisorHub’s 1000 Advisors to Watch: Celebrating Brotherhood and Excellence

FRANKLIN, TN, July 8th, 2024 – SageSpring Wealth Partners proudly announces that two advisors, Will Scroggins and Jesse Scroggins, brothers from Alabama, have been recognized in AdvisorHub’s 2024 1,000 Advisors to Watch list. Will Scroggins secured the #22 spot in the 100 Fast-Growing Advisors, while Jesse Scroggins was ranked #66 among the 100 Next-Gen Advisors. Their achievements highlight their personal successes and their unique collaboration as siblings in the financial advisory field.

AdvisorHub’s annual list highlights advisors who excel in key areas of their profession. The “100 Fast-Growing Advisors” category recognizes those who have significantly expanded their client base, assets, and production rates. The “100 Next-Gen Advisors” category focuses on advisors under the age of 45 who manage large, thriving practices.1

Will, who leads the Will Scroggins Wealth Team at SageSpring, expressed his excitement about the honor. “I am thrilled to be named one of the Advisors to Watch. This recognition affirms our commitment to growth and client service,” he said. “Building long-term relationships and helping clients create a legacy of abundance is what motivates me daily.”

Jesse Scroggins, lead advisor of the Jesse Scroggins Wealth Team at SageSpring, shares that this acknowledgment serves as a platform to enhance client engagement and elevate service standards. “It’s always an honor to be recognized in the industry, and it validates the hard work we put into impacting our clients’ financial lives.” 

The brothers attribute their shared success to the values instilled by their father, who, as a pastor, faced significant financial challenges. Will shared, “Our dad taught us perseverance and to never quit or give up, no matter the circumstances. This lesson has been our guiding principle in both our personal and professional lives.”

Speaking about their unique dynamic, Will reflected on their journey: “Jesse and I have been collaborating since we entered this industry. Joining forces at SageSpring in 2016 was a significant milestone. We’ve grown our practices in Birmingham together, and it’s been a fulfilling journey.”

“Never work with family!” Jesse joked. “Will and I fought a lot growing up, but now we have mutual respect. Will actually encouraged me to become a financial advisor,” he stated. “We complement each other well, and our competitive spirit really comes alive on the golf course.”

Will added his admiration for his brother, stating, “Jesse has an incredible amount of perseverance, focus, and passion for serving his team and his clients. He is also very competitive which comes out on the golf course these days as we like to mix it up. It is a ton of fun to build something alongside my brother!”

The brothers’ journey from sibling rivalry to professional collaboration exemplifies the power of family values, dedication, and support.

SageSpring Wealth Partners celebrates the Scroggins brothers’ exceptional contributions to the financial advisory industry and their unwavering commitment to each of their clients and community. Jeff Dobyns, President of SageSpring, shares, “The Scroggins brothers continually exemplify the values and dedication that SageSpring upholds as a firm, so I’m proud to see these two rewarded for that.”

ABOUT SAGESPRING 

From its humble beginnings in 2002 to today, SageSpring has continuously taken a holistic approach to financial advice. By prioritizing clients’ well-being, 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.


2024 AdvisorHub 100 Next Gen Advisors to Watch, is based on the period from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. 1,816 nominations were received, and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3wlnwRr.

2024 AdvisorHub 100 Fast Growing Advisors to Watch, is based on the period from 12/31/2022 – 12/31/2023 and was released on 6/20/2024. 1,816 nominations were received, and 100 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4bQaN8v

Media Contact

Jessica Roberson
Corporate Marketing Manager, SageSpring
Branch Associate, RJFS

615.861.8876

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.