STRIVING TO IMPROVE THE FINANCIAL LIVES OF EVERY CLIENT

At the Swatzell Wealth Team, we know that every client has a unique set of circumstances, goals, and priorities. That is why we are intentional in getting to know you and your personal financial goals. This allows us to deliver a personalized comprehensive plan, tailor-made to help you meet your needs. With over two decades of combined experience, we are committed to providing you the highest level of service, along with the education you need to help achieve financial confidence.

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RECOGNIZED AMONG TENNESSEE’S TOP WORKPLACES & Raymond James Executive Council

ABOUT US

SWATZELL WEALTH TEAM

With a focus on developing personalized, long-term plans, our team is dedicated to building lasting relationships with our clients in order to serve them well. Through our unique planning strategy, we can help provide reassurance and guidance, even throughout today’s rapidly changing financial conditions. We deliver thorough investment strategies to guide our clients in retirement planning, college planning, insurance, and estate planning – all in a tax-efficient manner.* As a team, we are deeply invested in you and we will always be there to walk you and your family through the many milestones of a fulfilling life.

*You should discuss any tax or legal matters with the appropriate professional.

Meet the Team

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

Lucas Swatzell

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

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Dustin Schletzer

Registered Associate, RJFS

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Hannah Colbert

Investment Executive, RJFS

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Laurie Snively

Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS

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Chelsey Wahlman

Registered Associate, RJFS

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Contact Our Team

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OUR LOCATIONS

FRANKLIN, TENNESSEE

801 Crescent Centre Dr. Suite 600 Franklin, TN 37067 615-861-3518

COLUMBIA, TENNESSEE

816 S. Main Street Columbia, TN 38401 931-388-3090

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Swatzell Wealth Team
801 Crescent Centre Dr.
Suite 600
Franklin, TN 37067
United States
Phone: 972-987-1202