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FUNDRAISING NEWS | October 31, 2024

Report: $140M Advisors Leave SageSpring for Victory Financial

Tags: Personnel, Financial Advisor Move

Two advisors managing a combined $140M in client assets for Nashville, TN-based SageSpring Wealth Partners have joined Austin, TX-based RIA platform Victory Financial, according to an October 30 report by Citywire. 

Advisors Andrew Cremé and Cody Stansell managed $90M and $52M, respectively, of client assets for SageSpring, according to CityWire. In a LinkedIn post, Cremé, who spent over seven years with SageSpring, said his Victory-affiliated firm will operate as Creme Wealth LLC out of McKinney, TX. Stansell, who spent nearly six years at Raymon James-affiliated SageSpring, will now operate as Steadfast Wealth Planning out of Frisco, TX. 

Source: https://citywire.com/ria/news/advisors-with-over-140m-hop-from-sagespring-to-victory-financial/a2453259

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