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.
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 Swatzell Wealth Team.
Senior Vice President, Southwestern Investment Group | Investment Management Consultant, RJFS
Registered Associate, RJFS
Investment Executive, RJFS
Financial Advisor, Southwestern Investment Group
Financial Professional, RJFS
Contact Our Team
801 Crescent Centre Dr.
Franklin, TN 37067
816 S. Main Street
Columbia, TN 38401
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Franklin, TN 37067