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Hannah C

Series 66

Columbia, TN

Sagespring Wealth Partners

Hannah Colbert is a financial advisor at SageSpring Wealth Partners with four years of industry experience. She holds a Series 66 designation and has previously worked with several firms including Raymond James Financial Services and Montgomery & Associates. Colbert currently supports the Swatzell Wealth Team in addition to her role at SageSpring. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets across a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management, financial planning, and retirement plan consulting, employing a goals-based portfolio management approach that incorporates asset allocation, monitoring, and the use of various investment strategies.

Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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George S

Series 66

Columbia, TN

Sagespring Wealth Partners

George Swatzell is a financial advisor and partner at SageSpring Wealth Partners with 16 years of industry experience. He has worked at Raymond James Financial Services from 2014 to 2024 and has been with SageSpring Wealth Partners since 2014. Outside of advising, he is also licensed as an insurance agent, assisting clients with life, long-term care, and disability insurance. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and financial planning with customized portfolios that utilize a variety of asset types and leverage both fundamental and technical analysis.

Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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