Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.

Work with team of Investment Advisors in maximizing client acquisition and retentionAssist with trading activity and its compliance with federal and internal compliance regulationPerform brokerage account maintenance and timely trading executionProvide process control, risk management and marketing support.Manage relationship between client, Investment Executive, and banking center staff

Profile existing clients and propects to offer bank deposit, loan and credit products affording them the opportunity to achieve their financial goals. Client service, branch revenue, and household growth were top priority.

My primary responsibilities include meeting with prospective clients to help them identify financial goals, then develop and implement solutions to carry out those goals.

With this entry level position, my main focus was to recruit clientele and maintain client relationships for the Nashville, TN branch office. I primarily worked with individuals within Metropolitan Nashville Davidson County School System in setting up 403b Retirement Plans.