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HELPING YOU LIVE A GREAT STORY

While the Jesse Scroggins Wealth Team is driven by results, our main goal is to help you live a great story. We spend our time making sure that our clients' financial worries are alleviated and dreams are fulfilled. Our team will take you step-by-step through a process to ensure you have a clear plan and the right investments to fit your plan. Working with our team starts with a simple conversation.

About Us

We meet with people like you every day. There is no prerequisite to meeting with us. All it takes is a conversation with you. Our desire is to get to know more about you, your dreams, fears, and everything in between. This enables our team to create a financial plan that provides security and excitement for you and your family’s future. Overall, we are dedicated to adding convenience and simplicity to your life, so you can focus on what is significant to you. Stay up to date with the Jesse Scroggins Wealth Team by viewing our latest newsletter.

Meet the Team

Learn more about each of the dedicated members of the Jesse Scroggins Wealth Team.

Jesse Scroggins, AAMS®

Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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David Hayes

Financial Advisor, RJFS

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Jessica Landry

Executive Assistant

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Jane Cormack

Client Services

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Contact Our Team

Our Location

600 University Park Place, Suite 350
Homewood, AL 35209
205-730-0055

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