Melissa
Evans

Sagespring Wealth Partners

CRD#4483961
Investment Advisor
in Franklin, TN

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About this Advisor

Melissa Evans is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Melissa has previously held positions at Wileybros Aintree Capital, Raymond James Financial Services, Inc, Diversicare, Southwestern Investment Group, Eudaimonia Partners, LLC, Southwestern Investment Advisory Services, Inc, Plunkett Wealth Team, and Southwestern Investment Advisory Services. Melissa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Tennessee. Currently, Melissa is part of Sagespring Wealth Partners, which operates out of Franklin, Tennessee. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

801 Crescent Centre Drive Suite 600
Franklin, TN 37067

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

TN Average: $730,596,643
Total Number of Employees

173

TN Average: 15
Total Number of Accounts

28,921

TN Average: 968
Average Account Size

$190,272

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Melissa Evans Work History

2022 - Present (2 years)

Raymond James Financial Services, Inc

2022 - Present (2 years)

Southwestern Investment Advisory Services, Inc

2022 - Present (2 years)

Southwestern Investment Group

2022 - Present (2 years)

Plunkett Wealth Team

2022 - Present (2 years)

Southwestern Investment Group

2022 - Present (2 years)

Southwestern Investment Advisory Serives

2021 - 2022 (1 year)

Eudaimonia Partners, LLC

2018 - 2021 (3 years)

Raymond James Financial Services, Inc

2018 - 2020 (2 years)

Southwestern Investment Group

2017 - 2018 (1 year)

Diversicare

2014 - 2017 (3 years)

Wileybros Aintree Capital

Disclosures

Please visit the SEC profile of Melissa Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagespring Wealth Partners

Jason Plunkett
Franklin, TN
Hannah Colbert
Columbia, TN
Yancey Wade
Franklin, TN
Hannah Patterson
Franklin, TN
Melissa Evans
Franklin, TN
Jacob Byers
Franklin, TN
Joseph Mcclearn
Franklin, TN
Jordan Wedell
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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