SageSpring Wealth Partners
Brian Hart CFP® has extensive experience in the financial services industry. Brian began their career in 2004 at Bank of America, where they held roles as a Business/Personal Banking Officer and AVP Premier Client Manager. In these positions, Brian provided personalized financial solutions for clients and successfully grew the business. In 2009, they transitioned to the role of Wealth Management Banker, where they specialized in mortgage products and offered a range of investment solutions. In 2012, Brian joined Summit Wealth Group as a Financial Advisor, working closely with individuals and families to create comprehensive financial plans. Since 2013, they have been a key member of SageSpring Wealth Partners, initially serving as a Senior Financial Advisor - Vice President and currently holding the position of Senior Financial Planner-Executive Vice President. In this role, Brian is dedicated to meeting their clients' needs and delivering exceptional service as a trusted financial professional.
Brian Hart, CFP®, obtained their Bachelor of Business Administration (BBA) degree in Management and Finance from New Mexico Highlands University from 2001 to 2003. In 2011, they attended Villanova University and completed a Six Sigma certification. Additionally, Brian holds several additional certifications, including an Insurance License, Series 66, Series 7, Six Sigma Black Belt, and Six Sigma Lean Belt, although the specific details of when and where they obtained these certifications are unknown.
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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
51-200