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A Holistic Approach to Investing

The Will Scroggins Wealth Team consists of two financial advisors and two client service associates—each bringing their individual strengths to the team to provide custom-tailored services to your family’s specific financial planning needs. They work closely with each client, focusing on the client’s complete financial picture, from clarifying life goals to planning for retirement.

About Us

Will Scroggins has been a financial planner for over eleven years and has served with Southwestern Investment Group since 2015. Soon after joining Southwestern Investment Group, he was asked to spearhead the Birmingham branch in 2016, with goals to provide comprehensive holistic financial planning to those living in the greater Birmingham area. Stay up to date with the Will Scroggins Wealth Team by viewing our latest newsletter.

Meet the Team

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

Will Scroggins, CFP®

Vice President, Southwestern Investment Group | Financial Advisor, RJFS

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Riley Nelsen

Financial Advisor

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Leslie Franks

Administrative Assistant

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Contact Our Team

Our Location

600 University Park Place, Suite 350
Homewood, AL 35209
205-730-0044

Latest Resources

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    8 Tips for Merging Your Finances After Marriage

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  • How a Trust Can Meet Your Estate Planning Goals

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