SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, LUCAS SWATZELL
Franklin, Tenn. (August 18, 2020)—Southwestern Investment Group, an independent wealth management company with more than 40 teams across the country, is pleased to announce the promotion of Lucas Swatzell, lead advisor of the Swatzell Wealth Team in Franklin, Tennessee, co-lead advisor of the Allen-Swatzell Wealth Team in Columbia, Tennessee, and Vice President at Southwestern Investment Group. Swatzell 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, Lucas Swatzell is a Certified Investment Management Consultant through Raymond James’ Institute of Management Consulting. He also holds series 7, series 66, life and health insurance licenses. A graduate of Murray State University and The University of Alabama, Swatzell completed Belmont University’s Executive Education Program for Financial Planning.
President of Southwestern Investment Group, Jeff Dobyns, attributes this recent promotion to Swatzell’s care for and dedication to clients. “Talented and ambitious advisors like Lucas Swatzell are the lifeline of our team at Southwestern Investment Group. The experience and knowledge Lucas brings to the team has helped many of our clients take control of their financial futures, and I’m 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.
The Swatzell Wealth Team is located at 801 Crescent Centre Dr., Suite 600, Franklin, TN 37067 and can be reached at 615-861-3518. The Allen-Swatzell Wealth Team is located at 816 S. Main Street, Columbia, Tennessee 38401 and can be reached at 931-388-3090.
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.
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