Southwestern Investment Group Birmingham Teams Move to New Office
Due to recent growth with Southwestern Investment Group’s Birmingham group, we are excited to announce that the Jesse Scroggins and Will Scroggins Wealth Teams have moved to a new location as of October 18, 2019. The move will provide the teams with 2,971 square feet of office space, a welcomed upgrade from the prior location’s 1,638 square feet of space. The new offices are located at 600 University Park Place, Suite 350, Homewood, AL 35209, which is conveniently positioned across from Samford University and easily accessible from I-65.
Will Scroggins has been a financial planner for over eleven years and has served with Southwestern Investment Group since 2015. Soon after joining Southwestern Investment Group, he was asked to spearhead the Birmingham branch in 2016, with goals to provide comprehensive holistic financial planning to those living in the greater Birmingham area. Jesse Scroggins has been working with individuals and families in Birmingham for about 10 years. Both the Jesse Scroggins and Will Scroggins Wealth Teams are dedicated to creating financial plans for their clients that help provide confidence and convenience that allows clients to focus on what is most significant to them.
To learn more about Southwestern Investment Group’s Birmingham teams, visit the Jesse Scroggins Wealth Team page and the Will Scroggins Wealth Team page.
SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, JESSE SCROGGINS
September 25, 2020
Homewood, AL (September 25, 2020)—Southwestern Investment Group, an independent wealth management company
How to Know If You Need an Estate Plan
September 17, 2020
Estate planning is an essential element of your financial strategy. Many put
5 Questions to Ask Your Financial Advisor During Yearly Reviews
September 9, 2020
A quick email sometimes leaves something to be desired, don’t you think?