FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages over four billion dollars in managed assets for its clients. This milestone comes just seven years after achieving a one-billion-dollar milestone at the firm’s 10th anniversary. Southwestern supports its commitment to excellence with strong core values and a genuine dedication to improving clients’ lives.

President Jeff Dobyns attributes this remarkable growth to advisor teams’ “hard work, attention to detail, dedication to clients, and financial planning expertise.” Dobyns leads his teams with a focus on helping clients reach their highest financial, personal, and professional goals. “The lives of our team members, families, and clients have all been improved because we all work together. Everyone ensures that we maintain a high level of service and expertise and that we all remain focused and humble,” Dobyns said. Southwestern is striving for another fantastic year of client-focused work and future milestones.

The Southwestern Investment Group family of advisors works together to create a sensible strategy for clients designed to plan, build, and preserve money. Backed by its broker-dealer, Raymond James Financial Services, Inc., Southwestern Investment Group has the support of a large company, while offering clients the intimate service of a small firm. Each of its teams and advisors works toward a central goal: to create a holistic financial plan that works for clients. Southwestern Investment Group is headquartered at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee.

Legal Disclaimer

More Articles

  • writing a check for charitable giving

    Charitable Giving and Your Tax Strategy: Should You Itemize?

    September 11, 2019

    In 2017, the Tax Cuts and Jobs Act increased the standard deduction

    Read More

  • hanging up black landline office phone on desk

    Finances During a Pandemic: What Our Clients Are Asking

    April 14, 2020

    The COVID-19 pandemic and its effect on our economy has touched millions

    Read More

  • white banner flag hanging in window that says "yes we're open" in cursive black writing

    9 Tips for Small Businesses Trying to Stay Afloat

    May 19, 2020

    Small businesses have been hit hard during the COVID-19 pandemic. Even as

    Read More

< Back to Resources