Company Overview
Southwestern Investment Group is comprised of a team of financial advisors who partner with their clients in pursuit of financial independence and planning for the future.
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Location
801 Crescent Centre Drive, Suite 600
Franklin, TN 37067
615-861-6100
sarah.esposito@swinvestmentgroup.com
Opportunities
Client Services Associate – Omaha, NE
Southwestern Investment Group is looking for a full-time Client Services Associate in Omaha, NE
Learn MoreClient Services Associate – Frisco, TX
Southwestern Investment Group is searching for a Client Services Associate for our Frisco, TX office
Learn MoreClient Services Associate – Brentwood, TN
Southwestern Investment Group is looking for a full-time Client Services Associate in Brentwood, TN
Learn MoreFinancial Planning Executive
Southwestern Investment Group is looking for a Financial Planning Executive in the Cool Springs area of Franklin, TN
Learn MoreLatest News
Southwestern Investment Group Named Among Top Workplaces in Tennessee
Southwestern Investment Group, an independent wealth management company, is excited to announce its placement on The Tennessean’s list of Top Workplaces in Tennessee. Read Here
August 3, 2020
9 Financial Tips to Handle a Decline in the Market
As we continue navigating through this COVID-19 health and financial crisis, many of you might be worried and wondering what to do or where to turn when it comes to your finances. Read Here
May 4, 2020
Southwestern Investment Group Exceeds $4 Billion in Assets Under Management
Following 17 years of sustainable growth, Southwestern Investment Group now manages over four billion dollars in managed assets for its clients. Read Here
March 2, 2020
Family Member Spotlight: Luke Aull of Southwestern Investment Group Promoted to Senior Executive Vice President
Franklin, Tennessee-based Southwestern Investment Group announced that financial advisor Luke Aull has been named senior executive vice president. Read Here
July 31, 2019