Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.


Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

 

Our Advisors:

J. Ryan Hendrix

Branch Manager

Phone: (941) 232-7000

Email: jhendrix@sagepointadvisor.com

Ryan joined the SagePoint Financial group in 2002. He works closely with many types of investors, focusing on high net worth individuals and small business owners, seeking to build long term relationships and assist clients in every aspect of their financial life. He earned his bachelor's degree in economics from Hampden-Sydney College in Farmville, Virginia. Ryan has achieved many awards and accolades by being a President Performance Club member in 2005, a member of The Achievers Council 2006-2009, and The Leaders Council, which is reserved for the top advisors in the country, since 2009. A Georgia boy, Ryan currently resides in Lakewood Ranch, FL with his wife and two little boys. He is an avid sports fan and loves spending time with his family and entertaining his friends. Ryan holds Series 6, 7, 24 and 63 licenses, as well as FL Life and Fixed Annuities, Variable Life/Variable Annuities license.

Ryan is registered in the following states: AL, CA, CO, DE, FL, GA, IA, KY, MD, MI, MS, NC, OH, PA, SC, TN, TX, VA, WV

 

Jordan Thompson

Registered Representative

Phone: (941) 232-7000

Email: jthompson@sagepointadvisor.com

Jordan became part of the SagePoint Financial group in 2013 and has experience managing assets since 2011.  He specializes in retirement income planning and guiding individuals and their families in all financial aspects. Jordan holds Series 6, Series 63, FL and VA Variable and Fixed Annuity/Life licenses and comes to us holding two degrees in Accounting and Finance.

Jordan is registered in the following state: FL, MI, VA

 

James Davison

Registered Representative

Phone: (941) 232-7000

Email: jdavison@sagepointadvisor.com

James joined SagePoint Financial in 2019.  His concentration is in retirement income planning and providing professional guidance for individuals along with their families in all areas of finance.  James holds a Series 6 and 63 license and graduated with degrees in finance and biology.  He enjoys watching and playing all sports and has close relationships with his family, friends and clients.

James is registered in the following state: FL