Franklin, TN – Jeffrey T. Dobyns, Founder and President of SageSpring Wealth Partners and financial professional with Raymond James Financial Services (RJFS), was recently named a member of the 2023 RJFS Chairman’s Council. This marks the fifteenth consecutive year that Dobyns has qualified for this honorable recognition.
Members of the RJFS Chairman’s Council are reserved for the top 100 financial advisors in the Raymond James network that have demonstrated an unparalleled commitment to personal service and professional integrity throughout the year.
“It is an absolute honor and a privilege to be recognized for the fifteenth consecutive year amongst the nation’s leading advisors,” states Dobyns. “I am proud to have partnered with Drew McMillin this past year who has played an integral part in our team’s success. Together, this achievement reflects our team’s unwavering commitment to providing the highest level of service and care to our clients.”
With two decades of experience in the financial services industry, Dobyns has been successfully providing comprehensive financial planning and institutional investment management services to select businesses and families throughout Middle Tennessee. Dobyns enjoys taking the time to truly know his clients, understand their goals, and develop and execute their ongoing, strategic financial plans.
Dobyns’ personal team, Dobyns-McMillin Wealth Team, manages more than $55 million in client assets, specializing in retirement income planning, charitable giving, and tax-efficient investing. The team of 7 includes four CERTIFIED FINANCIAL PLANNERS,™ two Chartered Financial Consultants, one Accredited Estate Planner, and one Enrolled Agent. Their office is located at 801 Crescent Centre Dr., Suite 600, Franklin, TN 37067. For more information, visit www.sagespring.com/advisors/dobyns-mcmillin-wealth-team/ or contact (615) 861-6102.
About SageSpring Wealth Partners
SageSpring Wealth Partners, formally known as Southwestern Investment Group, was established in 2002 as an independent practice and manages more than 5.1 billion in client assets as of Dec 23, 2022. The advisors at SageSpring team up with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small organization. SageSpring is a comprehensive planning-based financial advisory firm, and takes a holistic approach to financial advice to tailor their counsel to help you meet your personal goals and assist in building a life of wealth and long-lasting financial independence. For more information, visit www.sagespring.com.
About Raymond James Financial Services
Raymond James Financial Services, Inc., is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc., (NYSE-RJF) a leading diversified financial services company with approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.16 trillion as of September of 2o22.
**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.
Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Dobyns Wealth Team is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
