JEFF DOBYNS NAMED TO BARRON’S 2019 LIST OF TOP ADVISORS IN TENNESSEE
FRANKLIN, Tennessee—Jeffrey T. Dobyns, President at Southwestern Investment Group and financial professional with Raymond James Financial Services, was named to the Barron’s 2019 list of top advisors in Tennessee, which recognizes America’s best financial advisors, organized by state.
“Being included in this prestigious list of the nation’s top financial advisors is truly an honor that I don’t take for granted,” Dobyns said. “I credit the work of our incredible team at Southwestern Investment Group and the ongoing support from Raymond James for the opportunity to be listed among such an elite group,” he adds.
The Barron’s list rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.
Dobyns, who currently manages more than $448 million in client assets (as of 11/4/2019), has enjoyed extraordinary success providing comprehensive financial planning to retirees, entrepreneurs, entertainers and executives by taking the time to truly know his clients, understand their goals and develop and execute their ongoing, strategic, financial plans. The Dobyns Wealth Team is located at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee, and can be reached at 615-861-6114.
Data provided by Barron’s as of 10/30/2019.
Legal Disclaimer
About Barron’s
Barron’s is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being. For more information see www.barrons.com.
About Southwestern Investment Group
*As of 11/4/2019. Southwestern Investment Group was established in 2002 as an independent firm and manages over $3 billion in client assets. The advisors at Southwestern Investment Group use Raymond James Financial Services, 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 firm. A member of Dave Ramsey’s SmartVestor Program, Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services designed to help enhance and protect your wealth. For more information, visit swinvestmentgroup.com.
About Raymond James Financial Services
*As of 06/30/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Dobyns Wealth Team are not registered broker dealers and are independent of Raymond James Financial Services. Barron's Top 1,200 Financial Advisors, (2019). The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
