SOUTHWESTERN INVESTMENT EXCEEDS OVER 4 BILLION IN MANAGED ASSETS

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