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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  • jackson-wilcox-southwestern-investment-group-headshot

    Jackson Wilcox Promoted to Financial Planning Professional

    July 14, 2020

    Southwestern Investment Group is proud to announce the recent promotion of Jackson

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  • Ben Biggs of southwestern investment group posing on a couch at a brightly lit financial advisor office

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, BENJAMIN BIGGS

    June 3, 2020

    Frisco, Texas (June 3, 2020)—Southwestern Investment Group, an independent wealth management company

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  • Gonzalez southwestern investment group wealth team San Antonio sitting together on couches in the office

    SOUTHWESTERN INVESTMENT GROUP ENTERS THE SAN ANTONIO MARKET

    June 1, 2020

    San Antonio, Texas—Southwestern Investment Group, an independent wealth management company, is expanding

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  • SOUTHWESTERN INVESTMENT GROUP SEES EXCITING GROWTH IN KNOXVILLE

    April 29, 2020

    KNOXVILLE, Tennessee—Southwestern Investment Group, an independent wealth management company with more than

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  • Jeffrey T. Dobyns Headshot 2

    JEFF DOBYNS NAMED TO BARRON’S 2020 LIST OF TOP ADVISORS IN TENNESSEE

    April 29, 2020

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

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  • blurred image of three business professionals giving a round of applause

    SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS

    April 17, 2020

    Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company

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  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    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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  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    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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  • 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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  • Dobyns Wealth Team Sponsors the 2018 Men of Valor Breakfast

    February 12, 2019

    We are happy to be a Title Sponsor of the 2018 Men of Valor Breakfast.

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