Drew McMillin

Background

About Drew McMillin

Believing that healthy financial lives start with a strong plan and clear goals, Drew is passionate about comprehensive financial planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner and being an experienced Financial Planner at SageSpring Wealth Partners, he has the knowledge and experience to help clients with the most basic financial needs to the most complex areas of someone’s financial life – including estate planning, income tax planning, tax-efficient investing, retirement income planning, and insurance planning. Drew is an honors graduate of the University of Tennessee, where he earned a bachelor’s degree in finance with a collateral concentration in accounting. Drew has a continual thirst for knowledge, as he has as a strong conviction that the more he knows, the better he is able to help his clients. Because of this drive, in addition to being a CFP®, Drew became an Enrolled Agent with the IRS to provide his clients with better guidance in regards to their tax planning, as well as an Accredited Estate Planner® through the National Association of Estate Planners and Councils to better help his clients with their estate planning needs. Drew and his wife, Mary Ellen, live in Nolensville with their three children - Noah, Addison, and Daniel. They are members at Southpointe Community Church and serve on the Williamson County Young Life committee. Investment advisory services offered through Southwestern Investment Advisory Services, Inc. Southwestern Investment Group and Dobyns Wealth Team are not registered broker-dealers and are independent of Raymond James Financial Services."