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Resources

We take pride in educating our clients on all things related to finances. From news to case studies to blogs, Southwestern Investment Group has created a variety of helpful resources for additional information.

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  • SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 18, 2020

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob

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  • SOUTHWESTERN INVESTMENT GROUP ADVISOR RECOGNIZED AMONG WEALTH MANAGEMENT ELITE

    January 30, 2020

    FRANKLIN, Tennessee—Bob Sircy, Jr., Executive Vice President of Southwestern Investment Group, was

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  • TOMMY DOERFLER NAMED SENIOR EXECUTIVE VICE PRESIDENT AND SENIOR WEALTH ADVISOR OF LIGHTHOUSE WEALTH TEAM

    January 30, 2020

    BRENTWOOD, Tennessee—Tommy Doerfler, Senior Executive Vice President at Southwestern Investment Group and

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  • WILL SCROGGINS ATTENDS ASSET MANAGEMENT ADVISOR CONFERENCE

    November 19, 2019

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

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  • SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES 2019 BEST-IN-STATE WEALTH ADVISORS LIST

    November 9, 2019

    FRANKLIN, Tennessee—In its 2019 Best-In-State Wealth Advisors list, Forbes has named four

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  • JEFF DOBYNS NAMED TO BARRON’S 2019 LIST OF TOP ADVISORS IN TENNESSEE

    November 7, 2019

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President at Southwestern Investment Group and financial advisor

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  • CYSTIC FIBROSIS OF MIDDLE TENNESSEE NAMES SOUTHWESTERN INVESTMENT GROUP’S ELLIE ESTES AMONG 2020 NASHVILLE’S TOP 30 UNDER 30

    November 5, 2019

    FRANKLIN, Tennessee—The Middle Tennessee chapter of the Cystic Fibrosis Foundation recently announced

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  • MATT ATCHISON NAMED TO FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 25, 2019

    OMAHA, Nebraska—Matt Atchison, Executive Vice President at Southwestern Investment Group and financial

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  • JESSE SCROGGINS NAMED TO FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 11, 2019

    BIRMINGHAM, Alabama – Jesse Scroggins Vice President at Southwestern Investment Group and

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  • BRAD BARNES NAMED TO FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

    October 1, 2019

    Brentwood, TN – Brad Barnes CFP®, Executive Vice President at Southwestern Investment

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  • Mark Deering Named to Forbes’ List of Top Wealth Advisors

    March 21, 2019

    The list recognizes advisors from national, regional & independent firms.

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