Dobyns McMillin Wealth Team

We are excited to welcome Bob Shea from Dynasty Financial Partners, who will join Drew McMillin, CFP?, AEP? for an insightful discussion at our upcoming webinar on September 26th at 12:00 PM CST! ??? Together, they will share key strategies for positioning your portfolio before and after the 2024 election season, helping you make informed decisions in times of uncertainty. Learn more about Bob’s background below, and register to attend the webinar here: https://bit.ly/3XHxXJF #ElectionSeason #Webinar #Investments #InvestmentStrategies #FinancialAdvice #SageSpring #Portfolios #InvestmentPortfolio Raymond James is not affiliated with Bob Shea or Dynasty Financial Partners.

Registration is now open for our upcoming webinar with guest speaker Bob Shea from Dynasty Financial Partners! Election season can stir up many emotions, but with the right strategies, you can help optimize your portfolio. Join our live webinar on September 26th at 12 PM CST so you don't miss out on tips for investing before and after the election. Click the link below to secure your spot! ??: https://bit.ly/4dVBUjj #ElectionSeason #Webinar #Investments #InvestmentStrategies #FinancialAdvice #SageSpring #Portfolios #InvestmentPortfolio Raymond James is not affiliated with Bob Shea or Dynasty Financial Partners.

Registration is now open for our upcoming webinar with guest speaker Bob Shea from Dynasty Financial Partners! Election season can stir up many emotions, but with the right strategies, you can help optimize your portfolio. Join our live webinar on September 26th at 12 PM CST so you don't miss out on tips for investing before and after the election. Click the link below to secure your spot! ??: https://bit.ly/4dVBUjj #ElectionSeason #Webinar #Investments #InvestmentStrategies #FinancialAdvice #SageSpring #Portfolios #InvestmentPortfolio Raymond James is not affiliated with Bob Shea or Dynasty Financial Partners.

We're proud to celebrate some of our incredible partners who are making a TANGIBLE difference in Nashville and beyond! Click through to learn more about the inspiring missions and impact of Send Musicians to Prison, Men of Valor Ministry, Both Hands Foundation, E.L.I.'s House, and Hope Haven Rwanda. Their faithful dedication to service, ministry, and stewardship is truly inspiring. We're grateful for the opportunity to support these ministries and their tireless efforts to create a better world. Share this post to help us spread the word about the important work that's happening, but still needed in the world today! #nationalnonprofitday #nonprofit #givingback #charity #ministry #community #impact #wealthmanagement #charitablegiving #501c3

The Dobyns McMillin Team guys (minus Jeff and Garrett) were all twinning today! We snapped this shot right after a team meeting. When they're not matching outfits, they're busy in their offices meeting with clients or working hard on their behalf. #WorkTwinning #DobynsMcillin

Wondering how you can make the most of tax-advantaged accounts? We're officially halfway through the year— which means it's the perfect time to check if you're maximizing these benefits and set yourself up well for 2025! Check out the graphics below to learn about the different tax-advantaged accounts available, and how they can help you save on taxes while planning for your financial future. Ready to boost your financial strategy? We're here to help! Reach out to our team today by visiting: https://lnkd.in/eMk8gm-U #TaxAdvantagedAccounts #FinancialPlanning #SmartInvesting

We had a great time last week at Men of Valor's Rudy Kalis Golf Classic!! Thank you to everyone who joined to help fund the work of MOV as they mentor and disciple formerly incarcerated men and their families! #MenofValor #RudyKalisGolfClassic #Golfforacause

According to the Exit Planning Institute, a staggering 80-90% of business owners have their net worth tied up in their companies, yet only 20% have a written succession plan in place. Without a clear plan for ownership transfer, the future of your business may be at risk, but your personal financial security could be at stake as well. Help safeguard your legacy and ensure a smooth transition by creating a comprehensive succession plan. Whether you're planning for retirement or preparing for the unexpected, having a plan is essential to consider. Reach out to our team to help plan your financial future. #SuccessionPlanning #BusinessLegacy #FinancialSecurity #BusinessSuccess #PlanAhead

Mark your calendars for September 26th at 12 PM CST! ?? We're excited to have Bob Shea, Chief Investment Officer of Dynasty Financial Partners, joining us for an insightful webinar! He'll be diving into smart strategies for your investments as we head into election season and beyond. Stay tuned for registration details, and don't forget to invite a friend or colleague who might find this session helpful! #ElectionSeason #Webinar #Investments #InvestmentStrategies #FinancialAdvice #SageSpring Raymond James is not affiliated with Bob Shea or Dynasty Financial Partners.

The Dobyns McMillin Wealth Team final back-to-school picture is The Dobyns Family. There's Logan, Gracyn, Tanner, and Hunter ready for school this year! Blessings for a year of growth, learning, and new friendships! ?????? As your kids and grandkids get back into routines, and are adjusting to a new year at school, we pray they flourish! God bless!