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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Nathan Dendy

Financial Professional, RJFS
Financial Advisor, SWIG

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Riley Nelsen

Financial Advisor

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Contact Our Team

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Our Location

600 University Park Place, Suite 350
Homewood, AL 35209

Latest Resources

  • will scroggins of southwestern investment group headshot


    November 19, 2019

    AUSTIN, Texas – Will Scroggins, CFP® recently attended the invitation-only Top Advisor

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  • Merging Finances After Marriage

    8 Tips for Merging Your Finances After Marriage

    January 7, 2020

    Marriage is built on a foundation of sharing and compromise. While that

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  • family discussion about selecting a beneficiary

    6 Questions to Ask Yourself When Selecting a Beneficiary

    January 1, 2020

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

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