FRANKLIN, Tennessee—Following 17 years of sustained growth, Southwestern Investment Group now manages over four billion dollars in managed assets for its clients. This milestone comes just seven years after achieving a one-billion-dollar milestone at the firm’s 10th anniversary. Southwestern supports its commitment to excellence with strong core values and a genuine dedication to improving clients’ lives.
President Jeff Dobyns attributes this remarkable growth to advisor teams’ “hard work, attention to detail, dedication to clients, and financial planning expertise.” Dobyns leads his teams with a focus on helping clients reach their highest financial, personal, and professional goals. “The lives of our team members, families, and clients have all been improved because we all work together. Everyone ensures that we maintain a high level of service and expertise and that we all remain focused and humble,” Dobyns said. Southwestern is striving for another fantastic year of client-focused work and future milestones.
The Southwestern Investment Group family of advisors works together to create a sensible strategy for clients designed to plan, build, and preserve money. Backed by its broker-dealer, Raymond James Financial Services, Inc., Southwestern Investment Group has the support of a large company, while offering clients the intimate service of a small firm. Each of its teams and advisors works toward a central goal: to create a holistic financial plan that works for clients. Southwestern Investment Group is headquartered at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee.
About Southwestern Investment Group
*As of 01/15/2020. Southwestern Investment Group was established in 2002 and manages over $4 billion in client assets. The advisors at Southwestern Investment Group use Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small firm. For more information, visit swinvestmentgroup.com.
About Raymond James Financial Services
*As of 12/31/2019. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $896 billion.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states.
