SageSpring Wealth Partners
Elisa Jones, MBA, is a seasoned investment executive with extensive experience in financial advisory services. Currently serving as an Investment Executive at SageSpring Wealth Partners and a Financial Advisor at Raymond James since February 2017, Elisa has a strong background in client acquisition, trading compliance, and investment management. Previous roles include Licensed Investment Support Specialist II at Fifth Third Securities, where responsibilities encompassed trading activity oversight and relationship management, as well as Personal Banker at Fifth Third Bank. Beginning a career as a Registered Representative at First Investors Corporation, Elisa's expertise has developed through interactions with clients in creating tailored financial strategies. Educational credentials include a Bachelor’s of Science in Finance from Alabama Agricultural and Mechanical University and a Master’s in Business Administration from Tennessee State University.
This person is not in any offices
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