FRANKLIN, Tenn., November 14, 2023 –– SageSpring Wealth Partners, a prominent wealth advisory firm, is excited to announce the launch of the Jones Wealth Team led by Elisa Leftridge Jones.
Elisa has spent over two decades in the investment and securities industry. During this time, she has dedicated herself to understanding her clients’ 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 later transitioned to an independent advisory firm where she served for seven years.
Since 2017, Jones has been a key member of the SageSpring Wealth Partners team serving alongside Bob Sircy and Zach Hurd where she says that she has continued to see firsthand the importance of building strong personal relationships with clients. “These [client] relationships are not transactional to me; I strive to know them on a deeper level and build trust through meaningful conversations and personal connections,” Elisa said.
Elisa believes that her relational personality and conversational approach paired with her financial competence come together to help the Jones Wealth Team achieve their mission of “helping clients achieve their version of financial freedom.”
As she transitioned into her new role, Elisa expressed her gratitude to SageSpring Wealth Partners and the Sircy-Hurd Team, “I am grateful for the support of SageSpring and the incredible people here who have nurtured my growth as an advisor and given me space and resources to forge my own path.”
“This is a huge opportunity for me to grow and create a legacy for my family,” said Elisa Jones. “Launching my own wealth team also gives me a greater opportunity and responsibility to support women and minorities.” Elisa continued, “Many people have not had easy access to the tools they need to understand financial literacy and wealth-building strategies.” “They need someone they can trust to come alongside them to support and educate them in building their financial plans” she continued. “It’s inspiring and fulfilling to me to support people who are starting from the ground up in building wealth.”
Based in Franklin, TN, the Jones Wealth Team is open and ready to make a positive difference. “I strive to leave the world better than I found it every day,” Elisa said. “That’s the kind of legacy I want to leave behind for my clients, my family, and my community.”
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
