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.

Legal Disclaimer

More Articles

  • Anitra-Brennan-Nace-Wealth-Team

    Associate Spotlight: Anitra Brennan, RFC®

    October 29, 2020

    Our Southwestern Investment Group associates all share one core value: they genuinely

    Read More

  • When Are You Financially Ready to Give to Charity?

    November 8, 2019

    Like most aspects of life, charitable giving doesn’t come with a hard-and-fast

    Read More

  • Estate Planning: Is It Ever Too Early?

    September 11, 2019

    Like life insurance, estate planning can be a difficult topic. We tend

    Read More

< Back to Resources