Drew McMillin

Wealth Advisor, Senior VP - CERTIFIED FINANCIAL PLANNER™, EA, AEP® at SageSpring Wealth Partners

Drew McMillin's Professional Contact Details

Drew McMillin's Current Company Details

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,...
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, IASince 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
financial planning
retirement planning
financial services
saving for college
estate planning
comprehensive financial planning
law practice
legal services

Drew McMillin's Work History and Education

SageSpring Wealth Partners
Wealth Advisor, Senior VP - CERTIFIED FINANCIAL PLANNER™, EA, AEP®
2010 - Present
Asset Planning Corporation
Research Associate and Client Relationship Manager
2009 - 2010 • 1 year
Young Life
Field Staff Intern
2008 - 2009 • 10 months

Others Named Drew McMillin

Staff Accountant at Zeifmans
Partner/Wealth Advisor/Senior Executive Vice President - CERTIFIED FINANCIAL PLANNER™, EA, AEP® at SageSpring Wealth Partners

Frequently Asked Questions about Drew McMillin


What company does Drew McMillin work for?

Drew McMillin works for SageSpring Wealth Partners.

What is Drew McMillin's role at SageSpring Wealth Partners?

Drew McMillin's role at SageSpring Wealth Partners is Wealth Advisor, Senior VP - CERTIFIED FINANCIAL PLANNER™, EA, AEP®.

What is Drew McMillin's email address?

Drew McMillin's email address is d**@swinvestmentgroup.com.

What is Drew McMillin's business email address?

Drew McMillin's business email address is d**@swinvestmentgroup.com.

What is Drew McMillin's HQ phone number?

Drew McMillin's HQ phone number is +1615-861-6100.

What industry does Drew McMillin work in?

Drew McMillin works in the Financial Services industry.

Who are Drew McMillin's colleagues?

Drew McMillin's colleagues are Ambrosha Guerena, Cash Tunstall, Devonte Thomas, Jason Plunkett and more.
Billing Supervisor
Executive Vice President, Partner
Financial Planner
Independent Financial Advisor
Client Services Associate

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