SageSpring Wealth Partners
Alex Prusa is a Financial Associate at Southwestern Investment Group since January 2022, specializing in investment advisory services through an independent registered investment advisor. Prior experience includes serving as a Wealth Management Client Service Manager at First National Bank of Omaha from June 2017 to December 2021, where Alex was involved with securities offered through Raymond James Financial Services. Alex also held roles such as Analyst Corporate Compliance and Management Trainee at First National Bank of Omaha, completing a comprehensive development program focused on financial services and leadership skills. Early career experience includes management and coaching positions with local organizations and warehouse assistance at Universal Restoration DBA Universal Flooring. Alex holds a Master of Business Administration (MBA) with a focus on Investment Science from the University of Nebraska at Omaha, completed in 2022, and is a graduate of Creighton Preparatory High School.
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SageSpring Wealth Partners
SageSpring Wealth Partners is a firm of more than 130 employees dedicated to improving our clients’ lives through comprehensive financial planning. We currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lincoln, 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. 2. Be honest. 3. Teach instead of sell. 4. Earn trust, don’t expect it. 5. Don’t let emotions cloud judgment. 6. Make time for community. 7. Develop students and learners. 8. Never accept shortcuts. 9. Communicate with clarity and purpose. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Employees
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