Helping improve the financial lives of every client

Bob Sircy's financial background as a CPA, CFO, and financial advisor has helped his team become one of the nation's top independent teams (part of an independent office) within Raymond James Financial Services. As Executive Vice President, he and his team of four, including partner, Zach Hurd, are focused on improving the financial lives of their clients and delighting them in the areas they can control.

Bob is or has been involved with a number of professional and civic organizations and is serving, or has served within organizations including the Financial Planning Association (Board), United Way of Metropolitan Nashville (past Treasurer and current Finance Committee member), BrightStone (Treasurer), Nashville Chapter of Financial Executives International (President), Christian Business Leaders Roundtable (Board), Executive Committee of the Business Leadership Counsel of Lipscomb University, and the Alumni Board of the Lipscomb College of Business. He has also served on the Boards and as Treasurer of the Direct Selling Association and Direct Selling Foundation in Washington, D.C.

Bob was awarded the 2008 Direct Selling Education Foundation Circle of Honor Award for his service to the foundation. In 2005, Bob was awarded the outstanding CPA in Industry and Business Award for the State of Tennessee by the Tennessee Society of CPAs, an award that recognized the contributions to the profession for CPAs working outside of the accounting realm. Also, in 2005, Bob's alma mater, Lipscomb University, recognized him as the Distinguished Alumni from the College of Business.

Bob has accounting and management degrees from Lipscomb University, where he served as study body President and was voted "Mr. Lipscomb" by his peers, one of whom he later married. Bob and Karen have three children, all living in Nashville. They are members of the Brentwood Hills Church of Christ, and Bob is an alumnus of Christian Leadership Concepts (CLC).

Bob began his career at what is now Deloitte US, where he rose to the rank of manager. He was then recruited by a local Nashville public company, where he served as Vice President and Secretary/Treasurer and on the Board of Directors. Bob was next recruited to Southwestern/Great American Inc., where he served as Vice President, Chief Financial Officer, and on its Board of Directors. In his 30 plus years with the corporate family, Bob served as CFO to a number of the subsidiary companies, several of which he helped start, including Southwestern Investment Group.

In 2019, Bob was named to Forbes list of Best in State Wealth Advisors and has been a member of the Raymond James Leaders Council consecutively since 2017. Bob and his team take great pride in serving their clients by helping them develop their long-term financial plan to accomplish their goals.

The Forbes ranking of “Best in State Wealth Advisor,” developed by SHOOK research, is based on an algorithm of qualitative criteria and quantitative data. The advisors who are considered have a minimum of 7 years' experience, and the algorithm weighs factors like revenue trends, AUM , compliance records, industry experience, and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK research.

Membership in the Raymond James Leaders Council is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

Zach Hurd is a CERTIFIED FINANCIAL PLANNER™ practitioner at Southwestern Investment Group, Inc., and a Financial Advisor for Raymond James Financial Services. Through Raymond James Financial Services, Inc., Zach and his partner, Bob Sircy, Executive Vice President at Southwestern Investment Group, provide their clients with sound investment strategies designed to build wealth through comprehensive financial planning. Zach’s integrity and commitment to excellence equip him to soundly advise their clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides. Zach holds the Series 7, 66, Life and Annuity licenses.

Zach is originally from Portage, Michigan. He graduated from Bethel University in Minneapolis, MN with a degree in Finance and Economics and a minor in pre-medical studies. While at Bethel, he was the captain of the university’s basketball and soccer teams. Zach and his wife, Jourdan, currently reside in Brentwood, where they are involved with their local church, Midtown Fellowship Church. In their free time, Zach and Jourdan spend time with their Goldendoodle, Colbie, golfing, cheering on the Nashville Predators, and enjoying as much time as they can on the lake.

An extremely important aspect that Zach enjoys at Southwestern Investment Group is in being a part of an INDEPENDENT team. By being completely independent, the team's allegiance is with the client and not with any particular product—as the team is not obligated to sell any proprietary funds or products. Rather, we have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market.

Elisa joined our team with more than 17 years experience in the investment and securities industry. She holds the series 6, 7, 63, 65, life, health and variable licenses, has a bachelor’s degree in finance from Alabama A&M University, and a master of business administration from Tennessee State University. She moved to Tennessee in 2001, and joined our team in 2017.

Elisa married her college sweetheart, Nick, and has two children, Tyson and Savannah. On weekends you can find Elisa in the bleachers cheering on the kids, volunteering with a local non-profit, or dining locally with her dinner club.

A graduate of Middle Tennessee State University, Julie Porter joined Southwestern Investment Group in October of 2018. She brings more than 20 years of customer service, client relations, and administrative experience.
Julie’s role is vital and includes multiple responsibilities, such as scheduling client meetings, incoming and outgoing correspondence, and communicating with clients on a daily basis.

Just prior to joining Southwestern Investment Group, Julie worked with a company that provided HR Solutions to a variety of business owners. She helped others connect better with their employees and helps our team connect better with our clients. Julie enjoys working at Southwestern Investment Group because of the individuals she connects with on a daily basis and the team’s community involvement.

Julie resides in Brentwood with her husband Todd. They have two sons, Jacob and Jordan, and two daughters, Ashleigh and Abby. She currently sits on the Board of Directors for the Brentwood Rotary Club, as well as for the Brentwood Rotary Club Charitable Foundation. She has her Health and Life License. She enjoys spending time with family, watching UT football, and entertaining at home.

Crystal brings to Southwestern Investment Group experience in the wealth management industry and over 20 years’ experience in the customer service industry. Prior to working in the wealth management industry, Crystal was responsible for managing business operations for multiple locations for a luxury salon and spa in Hawaii. She was instrumental in their success due to her business acumen and previous experience as a licensed cosmetologist. She continues to enhance her knowledge in financial services, including completing her Bachelor’s Degree in Business Administration.

Responsible for new client onboarding, Crystal oversees incoming and outgoing securities transactions and assists clients with account inquiries. She appreciates the sincere and welcoming presence of Southwestern Investment Group team and their focus on integrity and decisions based on the client’s best interests.

Crystal lives in Williamson County and enjoys spending time with her family, friends, and miniature beagle. She likes to travel both domestically and abroad, experiencing different cultures and food.