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Committed to a Comprehensive Financial Planning Approach

Financial planning is a complex, multi-layered process. With so much to consider, it’s important to work with a financial advisor you can trust. As an independent financial planner with over a decade of experience, we’re fully committed to the interests of our clients alone.

About Us

Swatzell Wealth Team

Our team is dedicated to building lasting relationships with our clients in order to serve them well. We meet the unique needs that each person or family faces with a comprehensive financial plan that engages and educates to help you make the best decisions possible.

We believe meaningful connections are the foundation we will build upon to help you achieve your financial goals. With our roots in Franklin, we have offices in Columbia and Nashville to make sure we’re always close-by to meet you where you are.

Our goal is to provide you with the highest level of service, along with the education you need, to make decisions that will allow you to live with complete peace of mind.

Meet the Team

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

Lucas Swatzell

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

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Taylor Keen

Financial Advisor, RJFS

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Christy Smith

Client Services Associate

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Contact Our Team

Our Location

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

Latest Resources

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    8 Tips for Merging Your Finances After Marriage

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    Choosing a beneficiary is rarely given the thought it deserves. You’re writing

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  • How a Trust Can Meet Your Estate Planning Goals

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    Thanks to terms like “trust fund kid,” it’s commonly mistaken that trusts

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