Sagespring Wealth Partners
SageSpring Wealth Partners is a firm of more than 170 employees dedicated to improving our clients’ lives through comprehensive financial planning. We currently have nine offices across the country: Franklin, TN | Brentwood, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Winter Park, FL | Omaha, NE | Birmingham, AL | Clarinda, IA Since 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything we do for our clients is based on a foundation of nine core values. Core Values: 1. Always put our clients’ best interests first. Be honest. Teach instead of sell. Earn trust, don’t expect it. Don’t let emotions cloud judgment. Make time for community. Develop students and learners. Never accept shortcuts. Communicate with clarity and purpose.
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Verified contacts
154
available on Kipplo
LinkedIn employees
176
51 to 200 range
Open roles
10
across 2 depts
Distinct roles
70
indexed titles
Tech stack
3
tools in use
Monthly traffic
332
organic / mo
Hiring · 10 open positions across 2 departments
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Decision-makers and verified team members
154 contacts with verified email or phone · masked until revealed.
- JW
Jordan Wedell
Senior Vice President · General Business & Management
EmailPhone - RH
Ryan Hensley
Vice President · General Business & Management
EmailPhone - WS
Will Scroggins
Vice Pesident, Wealth Advisor · Sales & Business Development
EmailPhone - DB
Dorothi Brown
Registered Operations Manager · Operations
EmailPhone - JR
Jessica Roberson
Corporate Marketing Manager · Advertising & Marketing
EmailPhone - MJ
Michelle Johns
Facilities Manager · Construction
EmailPhone - PM
Parker McClearn
Wealth Advisor · Finance & Accounting
EmailPhone - RN
Ramann Nallamala
Wealth Advisor · Finance & Accounting
EmailPhone - SW
Sarah Williams
Client Relationship Manager · Customer/Client Service
EmailPhone
Showing 9 of 154 verified contacts
Top roles at Sagespring Wealth Partners
70 distinct titles indexed · top 10 shown.
- 26financial advisor
- 14client services associate
- 7financial planner
- 7wealth advisor
- 3()
- 3client services manager
- 3executive assistant
- 3financial advisor, rjfs
- 3financial professional
- 2accountant
- +60more titles
Sign up to unlock all 154 contacts at Sagespring Wealth Partners
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