SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, BENJAMIN BIGGS

Frisco, Texas (June 3, 2020)—Southwestern Investment Group, an independent wealth management company with more than 35 teams across the country, is pleased to announce the promotion of Benjamin Biggs, lead advisor of the Biggs Wealth Team in Frisco, Texas. Biggs recently reached a significant milestone in his advising career, based on the client assets he and his team manage.

Now holding the title of Senior Vice President, Benjamin Biggs is an experienced Certified Divorce Financial Analyst (CDFA®), who also holds series 6, 7, 63, and 65 licenses. A graduate of Hardin-Simmons University in Abilene, Texas, Biggs has developed a comprehensive understanding of financial planning to help more than 350 families reach their highest financial goals. This promotion recognizes Biggs’ consistent client success and is a landmark step in his career. Biggs will continue to provide his clients with the same friendly, attentive service they have come to expect.

President of Southwestern Investment Group, Jeff Dobyns, attributes this recent promotion to Biggs’ care for and dedication to clients. “I’m grateful to have talented advisors like Ben Biggs on the Southwestern team. His drive and passion have helped many of our clients take control of their financial futures, and I am excited to see what lies ahead for him and his team,” said Dobyns.

Since its beginning in 2002, Southwestern Investment Group’s family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale firm, thanks to its partnership with broker-dealer Raymond James. To learn more, visit the company’s website at swinvestmentgroup.com. 

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 as an independent firm and manages more than $4 billion in client assets. The advisors at Southwestern Investment Group use Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small firm. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and protect your wealth. Southwestern Investment Group is a member of Southwestern Family of Companies. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $831 billion.

Legal Disclaimer

More Articles

  • Counting Down To Retirement: Planning Retirement Finances At Every Stage In Your Career

    July 17, 2019

    It’s never too early or too late to start thinking about retirement funding.

    Read More

  • a couple holding hands in a field of tall grass

    6 Tips For Discussing Finances with Your Spouse

    March 9, 2020

    Finances are a hot-button issue for many couples. Even those who agree

    Read More

  • navy Southwestern Investment Group graphic that says "best-in-state-wealth-advisors" with their a logo water print

    SOUTHWESTERN INVESTMENT GROUP EXECUTIVES NAMED TO FORBES’ LIST OF BEST-IN-STATE WEALTH ADVISORS

    February 18, 2020

    FRANKLIN, Tennessee—Jeffrey T. Dobyns, President, Luke Aull, Senior Executive Vice President, Bob

    Read More

< Back to Resources