Building trust is the most important part of our job
Located in Franklin, Tennessee, Dobyns Wealth Team digs into the details of your tax, estate, insurance, retirement, and investment planning to help ensure that you are adequately protected, prepared, and successful with your finances—both now and into the future.
The driving force of our team is to always do what is right for our clients, treating them as if they are our very own family. We don’t sell—we advise.
There’s no “one-size-fits-all” when it comes to financial planning, as every individual and family we work with is truly unique and requires an intimate approach. We understand your unique situation, wants, needs, and desires. Our goal is to translate complex areas of wealth management into an easy-to-understand format, so clients can live out confident financial lives.
Meet the Team
Learn more about each of the dedicated members of the Dobyns Wealth Team.
Jeffrey T. Dobyns, CFP®, CLU, ChFC
President, Southwestern Investment Group | Financial Advisor, RJFS
Drew McMillin, CFP®, EA
Senior Vice President, Southwestern Investment Group | Wealth Advisor
Josh McCoy, CFP®
Mandy Brooke, CFP®, CLU, ChFC
Director of Client Operations
Director of Client Services
Client Services Associate
Cash Tunstall CFP®
Vice President, Southwestern Investment Group | Financial Advisor, RJFS
Chase Keen, CFP®
Financial Advisor, RJFS
Contact Our Team
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
A Guide to Managing Your Retirement During COVID-19
April 10, 2020
Retirement planning changes throughout the course of your life. But regardless of
SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS
April 17, 2020
Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company
JEFF DOBYNS NAMED TO BARRON’S 2020 LIST OF TOP ADVISORS IN TENNESSEE
April 29, 2020
FRANKLIN, Tennessee—Jeffrey T. Dobyns, President of Southwestern Investment Group and financial advisor