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Jones Wealth Team

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Jones Wealth Team

Compassionate. Competent. Consistent.

Our goal is simple: helping you achieve your version of financial freedom. With over two decades of experience in investment and financial planning, we understand there is no cookie-cutter process to creating and maintaining a financial plan. It takes trust, education, discipline and ongoing monitoring. Our hope is that, through this process, you are empowered to move forward through life’s various stages with financial confidence.

Recognized Among Tennessee’s Top Workplaces 

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About Us

Building a solid financial plan begins with our team understanding your why. To accomplish this, we actively listen to gain insight on what’s most important to you and what you would like to accomplish. With this information, we will collaborate to create a goals-based “roadmap”.

The fiduciary standard of care requires that we design a plan and make recommendations with your needs and goals at the forefront. Once our “roadmap” is in place, we continuously review, offer feedback and provide guidance to help you stay on track as life twists and turns.

There is a lot of noise out there when it comes to investing. We adopt a holistic approach that extends beyond investing to help you consider college tuition costs, estate planning life insurance, long-term care needs, tax efficiency, and more. We want to help you better understand how each of these areas intersect and play a role in your overall plan. Our financial team is compassionate about our client’s personal well-being, competent in designing and implementing creative financial solutions, and consistent in customer service and follow-up. We welcome the opportunity to learn more about you and discuss your financial needs.

Meet Our Team

Learn more about each of the dedicated members of the Jones Wealth Team.

Elisa Leftridge Jones

MBA

Financial Advisor, SageSpring Wealth Partners | Investment Executive, RJFS

615.884.3682

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Our Services

Through our comprehensive wealth planning services, the Jones Wealth Team is equipped with the expertise and knowledge to guide you with customized financial planning needs—from retirement to tax planning to charitable giving and more.

Retirement Planning
Wealth Management
Charitable Giving Strategies
Estate Planning
Tax-Efficient Investing
College Planning
Insurance Planning

Connect with Us

SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.

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Our Location

Franklin Office
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
615-861-3518

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Privacy Policy

© 2024 SageSpring Wealth Partners. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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© 2024 |  Associated with Raymond James  |  Client Summary

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Elisa Leftridge Jones

MBA

Financial Advisor, SageSpring Wealth Partners | Investment Executive, RJFS 
615-861-6133

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Elisa Leftridge Jones 

Financial Advisor, SageSpring | Investment Executive, RJFS

Elisa was born in Chicago, where her family lived on the Southside. Just before middle school, they migrated south to a small rural town outside of Montgomery, Alabama (Burkville). She graduated Magna Cum Laude from Alabama A&M University in Normal, Alabama (Huntsville) in 2000 with a Bachelor of Science degree in Finance and a minor in Computer Science. Elisa later moved to Tennessee and obtained her Masters of Business Administration from Tennessee State University. She has been registered with FINRA (NASD) since 2001, holding her Series 6, 7, 63, and 65 registrations, as well as life and health insurance licenses.

With over 20 years of experience in the investment and securities industry, Elisa has made it her life’s work to learn her clients’ unique stories while helping them change their family’s financial tree. After starting her career in Nashville as an advisor for a Wall Street-based mutual fund company, Elisa transitioned to an independent advisory firm for seven years. She took a short time away from the business for the birth of her son and returned to the industry in a dual role as a licensed banker for a regional bank. She joined SageSpring in 2017.

She and her husband Nick have two children, Tyson and Savannah and a fur-baby boxer, Remy Michelle. Elisa’s family is very active in their community, regularly hosting book drives for The Black Book Project, a local literacy organization, where she is a founding board member. She also serves the President of the Nashville Chapter of Alabama A&M University Alumni Association. Her family’s weekends are busy with visiting family and friends and attending events with the Nashville Chapter of Jack and Jill of America, Inc. The most fulfilling part of Elisa’s role as a Financial Advisor is helping clients verbalize their goals and helping them see them come to fruition. “At this point, I’ve been in the industry long enough to see my client’s children attend college with funds that we set up in college savings accounts when they were babies. Those are definitely full-circle moments for me,” she said.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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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.