SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES 2019 BEST-IN-STATE WEALTH ADVISORS LIST
FRANKLIN, Tennessee—In its 2019 Best-In-State Wealth Advisors list, Forbes has named four of Southwestern Investment Group’s top executives to the elite list of Tennessee-based wealth advisors. Among the list of Southwestern Investment Group advisors are President Jeffrey T. Dobyns, Senior Executive Vice President Luke Aull, Executive Vice President Mark Deering, and Executive Vice President Bob Sircy, Jr. The Forbes Best-In-State list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed, and assigned a ranking within their respective states.
“Having four of our advisors to be included on this list is a great honor and speaks volumes about the hard work and dedication we commit to our work at Southwestern Investment Group,” Dobyns said. “As we strive to help improve the financial lives of our clients, we hope to continue leading the way in Tennessee” he adds.
The Southwestern Investment Group family of advisors works to create a strategy for clients that is designed to sensibly plan, build, and preserve money, so clients can focus on what truly matters to them personally, professionally, and spiritually. Through its broker-dealer, Raymond James, Southwestern Investment Group has the support of a large company, while offering clients the intimate service of a small firm. Though each of its teams and advisors may vary in their focus and technique, the company has a common purpose and shares in the same successful approach to planning—creating a comprehensive financial plan, tailored to clients’ individual and personal goals. SouthwesternInvestment Group is headquartered at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee.
Data provided by SHOOKTM Research, LLC as of 3/31/2019.
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