Skip to content
Wellspring Financial Solutions of Raymond JamesWellspring Financial Solutions of Raymond James
  • Home
  • Your Team
    • Your Team
    • Gary Greene
    • Daniel Pugh
    • Robert Waechter
    • Bill Mathis
    • Mary K. Byrd
    • Jeanne Basso
    • Christine Scruggs
    • Morgan MacEldowney
    • Our Partners
    • About Raymond James
  • Our Difference
    • Our Difference
    • Our Process
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Who We Serve
    • Who We Serve
    • Individuals & Families
      • Individuals & Families
      • Pre-retirees
      • Business Owners
      • Corporate Executives
    • Institutions
      • Institutions
      • Captive Insurance Companies
      • Treasury Management
  • Resources
    • Resources
    • Insight & Commentary
    • Client Access Videos
    • Investment Strategy Call
    • Events
    • WorthWhile
  • Do Well Blog
  • Connect with Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • RJAS-Franklin-3YI
    517 Church Street Franklin, TN 37064-2651 T: 615.716.7010 TF: 888.407.8402 F: 844.685.2514
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
    • Technology & Innovation
  • Topic
    • Education
    • Goal Planning
    • Housing
    • Women
  • Media
    • Article
    • Audio
    • Calculator
    • Document
    • Infographic
    • Newsletter
    • Video
Nudge Theory and the power of positive patterns
Small beneficial “nudges” can help build healthy habits – both personal and financial.
Family & Lifestyle
Which education expenses are considered qualified?
Learn more about what the savings in a 529 plan can help pay for.
Family & Lifestyle
Read
Read
Evacuating for a storm or fire? Have these documents ready.
Proactive organization can make insurance claims and other recovery activities easier.
Family & Lifestyle
4 priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Brighten up your financial plan this summer
Mark your calendar with important market deadlines and closures.
Markets & Investing
Read
9 secrets of successful centenarians
These nine commonalities may help you live a longer, healthier and happier life.
Family & Lifestyle
Read
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
Read
The friendship wealth gap
The do’s and don’ts of navigating mixed-income relationships.
Family & Lifestyle
Sorting through complicated compensation plans
Managing earnings tax efficiently may be just as important as the compensation package itself.
Family & Lifestyle
The do's and dont's of managing up
Working remotely can add an extra challenge to building effective relationships. Conquer it with these tips.
Family & Lifestyle
Harness the power of flexible lending
Did you know a securities-based line of credit (SBL) can help you finance everything from a dream home to a dream... horse?
Family & Lifestyle

Guidance focused on you

Let’s Get Started
Wellspring Financial Solutions of Raymond JamesWellspring Financial Solutions of Raymond James
twitterfacebookenvelope
  • RJAS-Franklin-3YI 517 Church Street Franklin, TN 37064-2651
  • T 615.716.7010
  • TF 888.407.8402
  • F 844.685.2514
  • Map & Directions
  • Map & Directions

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2020 Raymond James & Associates, Inc., Member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use