SageSpring Wealth Partners
Alexandrea Smith is an experienced professional with a diverse background in training, development, client services, and financial coordination. Currently serving as the Training and Development Coordinator at SageSpring Wealth Partners since September 2018, Alexandrea has previously held the position of Client Services Coordinator within the same company. Prior to this, Alexandrea worked at ADP as a Payroll Specialist II, processing payroll for multiple pay groups and mentoring new employees. Experience at Regions Bank included working as a Financial Services Representative II, where Alexandrea guided clients on their financial portfolios. Earlier in the career, Alexandrea was a Member Services Specialist and RA Claims Team Lead at HealthEquity, educating members on various account types and mentoring new hires. Alexandrea holds a Bachelor of Arts in Educational Studies from Western Governors University, earned between 2020 and 2023.
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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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