Jeffrey T. Dobyns, Cfp®, Chfc, Clu Email and Phone Number
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We provide comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives by taking the time to truly know our clients, understand their goals, and develop and execute their ongoing, strategic, financial plans.Our company has the honor of being one of Raymond James’ top independent contractor offices, and I've been a member of the Chairman’s Council, every year since 2008. We love working directly with clients, helping them plan their financial futures in a manner that aligns with their values and helps provide them with financial confidence. To help meet these goals, I lead the team of Dobyns McMillin Wealth Team along with my partner, Drew McMillin. We incorporate the expertise of attorneys, accountants, and other professionals to provide quality financial, tax and estate planning, and ongoing asset and risk management.As independent advisory businesses, neither SageSpring Wealth Partners nor Dobyns McMillin Wealth Group hold any assets on behalf of clients, with such custodial and brokerage services being provided by Raymond James. As a leader in wealth management, Raymond James has an exemplary reputation and today serves more than $930 billion in client assets through 8,200 financial advisors worldwide.In order to meet the highest standards of professionalism and ethics in the industry, I am a CERTIFIED FINANCIAL PLANNER practitioner, a Chartered Life Underwriter and a Chartered Financial Consultant. I am also a participant of the Dave Ramsey SmartVestor program.My work and personal life are both guided by my faith and the Christian principles of honesty, generosity, compassion, and integrity. Accordingly, I devote considerable time and resources to a number of causes, including serving as chairman of the board for Men of Valor, a prison ministry and mentoring program. I am also on the advisory board of The Signatry of Middle Tennessee, which works with families to increase their charitable giving to their favorite causes. Lastly, I am an Advisory Board Member for Halftime Institute, an organization that coaches marketplace leaders to discern and engage in their life purpose.My wife, Amy, and I are raising our family in Brentwood where we are members of the Brentwood Baptist Church, and our children, Gracyn, Hunter, and twins Tanner and Logan, attend the Christ Presbyterian Academy. For recreation, I enjoy hunting, fishing and just being outdoors.
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PresidentSagespring Wealth Partners Apr 2002 - PresentI am responsible for the firm's daily operations, business development and strategic direction. What started as a one-man-show has grown to include 11 offices in 5 states, 45+ advisors, and 30+ administrative professionals.
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Wealth AdvisorDobyns Mcmillin Wealth Team Apr 2002 - PresentIn addition to leading the SageSpring firm, I advise clients on a wide range of comprehensive financial planning topics. My various professional credentials help me advise clients on most financial matters. I am a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Life Underwriter and a Chartered Financial Consultant. I am also a Raymond James investment management consultant. I help my clients through comprehensive financial planning with a specialization in fee-based** professional money management, tax planning strategies and providing exceptional customer service.**Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.*Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through SageSpring Wealth Services, Inc., an independent registered investment adviser. SageSpring Wealth Services or Dobyns McMillin Wealth Team are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not 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. -
Vice President Of InvestmentsRon Lykins Cpas Apr 1999 - Mar 2002Westerville, Ohio, Us
Jeffrey T. Dobyns, Cfp®, Chfc, Clu Skills
Jeffrey T. Dobyns, Cfp®, Chfc, Clu Education Details
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Ohio UniversityFinance
Frequently Asked Questions about Jeffrey T. Dobyns, Cfp®, Chfc, Clu
What company does Jeffrey T. Dobyns, Cfp®, Chfc, Clu work for?
Jeffrey T. Dobyns, Cfp®, Chfc, Clu works for Dobyns Mcmillin Wealth Team
What is Jeffrey T. Dobyns, Cfp®, Chfc, Clu's role at the current company?
Jeffrey T. Dobyns, Cfp®, Chfc, Clu's current role is President of SageSpring Wealth Partners.
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Jeffrey T. Dobyns, Cfp®, Chfc, Clu attended Ohio University.
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Jeffrey T. Dobyns, Cfp®, Chfc, Clu has skills like Investments, Insurance, Finance, Leadership, Business Development, Financial Advisory, Strategic Planning, Investment Management, Wealth, Tax, Securities, Marketing.
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