FRANKLIN, TN (March 30, 2021) — Of the 32,725 nominations received, only 5,000 advisors made the cut for Forbes’ list of ‘Best-In-State Wealth Advisors.’ Southwestern Investment Group Senior Executive Vice President and Raymond James Financial Services Investment Management Consultant Bob Sircy, Jr., of the Sircy-Hurd Wealth Team, is one of seven Southwestern Investment Group advisors given the distinction. 

The Sircy-Hurd Wealth Team, which includes Bob Sircy, Jr., his partner Zach Hurd, and their team of associates, provides clients with an unmatched comprehensive financial experience. Together, they help clients feel welcome, well taken care of, and on a path to success, making the Sircy-Hurd Wealth Team a quality practice in the financial industry.. 

Bob Sircy, Jr.’s integrity and financial expertise, aligned with his credentials as a Certified Public Accountant, equip him to advise his clients on virtually any financial issue. A native of Nashville and a graduate of Lipscomb University, Sircy dedicates his time to his clients, as well as public service. He is heavily involved with several professional and civic organizations that allow him to engage with and elevate community members. His commitment to excellence and helping those around him makes this honorable recognition well-deserved. 

This success wouldn’t be possible without Sircy’s partner, Zach Hurd, who has been critical to the Sircy-Hurd Wealth Team’s growth. Hurd is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7, 66, Life and Annuity licenses. His contributions to the team are invaluable and will be instrumental in the future of the company. 

“The Sircy-Hurd Wealth Team is a glowing example of what you can accomplish when you focus on your clients’ needs. Bob Sircy, Jr.’s pivotal contributions here at Southwestern Investment Group never go unnoticed, and I look forward to his continued success,” says Jeff Dobyns, President of Southwestern Investment Group. 

Advisors honored on the Forbes ‘Best-In-State Wealth Advisors’ list are chosen based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews and quantitative data. Those considered have a minimum of seven years of experience, and the algorithm weights factors like revenue produced, compliance records, assets under management, and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

According to Forbes, based on their research, “The very best advisors are laser-focused on having a positive impact on their clients’ lives; they want to add meaning, help them live better lives.

The Sircy-Hurd Wealth Team is located at 801 Crescent Centre Dr., Suite 600, in Franklin, Tennessee. To reach their office, please call 615-861-6118.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 as an independent practice and manages more than $4.5 billion in client assets. The advisors at Southwestern Investment Group team up with Raymond James Financial Services Inc., member FINRA/SIPC, a wholly-owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small organization. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser.

Legal Disclaimer

More Articles

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


    April 17, 2020

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

    Read More

  • coins in a translucent glass with a small plant sprouting upwards

    How Much Should Be in Your Emergency Fund?

    July 1, 2020

    Everyone talks about emergency funds—especially Dave Ramsey—for a few very important reasons:

    Read More

  • man opening his black leather wallet to place money into it

    How Much Cash Should You Have on Hand?

    May 6, 2020

    Famed investor Warren Buffett likens cash to oxygen—never thought about when present

    Read More

< Back to Resources