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View More Press Releases by SageView Advisory Group

Press release:

SageView Expands Richmond Team with Addition of Deanna Spivey

Issued by: SageView Advisory Group

Date: May 5, 2020

IRVINE (May 5, 2020) – SageView Advisory Group, one of the leading independent registered investment advisory firms in the nation, is pleased to announce the addition of Deanna Spivey, as a Retirement Plan Consultant in Richmond, Virginia, joining Managing Director Nichole Labott, MBA, AIF®, and Investment Consultant Ken Barnes, CFP®, CIMA®.

Dee brings over 17 years of industry experience, most recently as a Relationship Manager at Principal, working with 401(k), 403(b), non-qualified deferred compensation, ESOP and Defined Benefit plans. In her new role with SageView, Dee works with plan sponsors and fiduciaries to conduct plan reviews, consult on plan design, operations and administration as well as helping develop employee education and communication strategies.

“I am honored to join such a well-respected team at SageView,” said Dee. “Their approach to client service and culture was what attracted me to the team. I look forward to serving my clients in an expanded consulting role.”

Nichole Labott shared her enthusiasm, commenting: “the addition of Dee to our team means that we can provide an even deeper level of retirement plan consulting for the Human Resources and Finance teams we serve, with the same high level of support our clients have come to appreciate from the SageView team.”

Dee received her Bachelor of Science degree in Marketing from Virginia Commonwealth University. She currently holds her Series 7 and 66 securities registrations and a life and health insurance license.

SageView Founder and CEO Randy Long welcomed Deanna, adding: “Dee is passionate about forging trusted relationships with clients and partners. She has a history of going above and beyond for her clients and we are thrilled to have her on board.”

About SageView Advisory Group
SageView Advisory Group is an SEC Registered Investment Advisory firm (RIA) serving retirement plan sponsors and individuals throughout the United States since 1989. SageView advises on 401(k), 403(b), 457, defined benefit and deferred compensation plans, with over $112 billion in assets under management. SageView is headquartered in Irvine, California with 25 offices nationwide.

SageView Advisory Group, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where SageView Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. No advice may be rendered by SageView Advisory Group, LLC unless a client service agreement is in place.

Dee is a Registered Administrative Assistant of Cetera Advisor Networks LLC, Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

For more information about SageView, visit www.sageviewadvisory.com or call (800) 814-8742.

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View More Press Releases by SageView Advisory Group


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