Local. Trusted. Passionate.

Every individual on our team has a passion for serving others. We work to truly understand who you are and your specific financial needs by building relationships. We then work together to implement a comprehensive financial plan tailored to you and your family to help you achieve your goals.

About Us

Allen-Swatzell Wealth Team

The Allen-Swatzell Wealth Team is dedicated to helping you and your family achieve your financial goals.

With a combined 31 years of experience, each advisor brings individual strengths to effectively build lasting relationships and educate you and your family to make the best financial decisions possible.

Meet the Team

Learn more about each of the dedicated members of the Allen-Swatzell Wealth Team.

Ernie Allen, Jr.

Financial Advisor, RJFS

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Lucas Swatzell

Vice President, Southwestern Investment Group, Investment Management Consultant, RJFS

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Hannah Colbert

Client Operations Associate

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Contact Our Team

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Our Location

816 S. Main Street
Columbia, Tennessee 38401

Latest Resources

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    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, LUCAS SWATZELL

    August 18, 2020

    Franklin, Tenn. (August 18, 2020)—Southwestern Investment Group, an independent wealth management company

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  • Tennessee-Based Raymond James Affiliate Office

    Southwestern Investment Group Acquires Columbia, Tennessee-Based Raymond James Affiliate Office

    September 17, 2019

    Nashville, Tenn. (September, 17 2019)—Southwestern Investment Group, an independent financial planning firm,

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    Never Do These 5 Things When Investing

    August 13, 2020

    Financial professionals love to talk about best practices when it comes to

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