SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS

Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company with more than 35 wealth teams across 11 offices, is pleased to announce the promotion of two of its wealth advisors. Drew McMillin and Zach Hurd each reached new milestones based on client assets managed.

Drew McMillin, a partner of the Dobyns Wealth Team in Franklin, Tennessee, was recently promoted to Senior Vice President. A University of Tennessee-Knoxville graduate, Drew is a CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner and an Enrolled Agent (EA), the latter being the highest credential awarded by the IRS. Dobyns Wealth Team is proud to have Drew as a partner and recognizes the commitment he makes to each one of his clients. “Drew is an asset to the Dobyns Wealth Team. We are so grateful for the support and guidance he provides our clients and know that this is only the beginning of his success,” says Southwestern Investment Group President, Jeff Dobyns.

Recently promoted to Vice President, Zach Hurd is a CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner and partner of the Sircy-Hurd Wealth Team, also located in Franklin. The Michigan native is a graduate of Bethel University in Minnesota, where he studied finance and economics. Zach’s passion is working to see his clients succeed. He relies on the independent nature of Southwestern Investment Group, which allows him to always act in the client’s best interests without outside pressure. Zach’s continued success comes as a surprise to no one, as he works diligently to support his team and clients in any way that he can. “Zach’s dedication to his clients is unmatched. He is an excellent advisor and an even better leader for our team,” says Hurd’s partner Bob Sircy, Jr.

Southwestern Investment Group is excited to recognize these critical team partners and the accomplishment of their teams. Through its family of advisors, Southwestern Investment Group has come together to provide clients with a service level that is personal and intimate since its beginning in 2002. To learn more about how Southwestern Investment Group’s wealth teams work together to improve individuals’ financial lives, 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 over $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. 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

  • person-making-heart-gesture-with-hands

    5 Reasons Why We’re Thankful for Our Clients this Holiday Season

    November 25, 2020

    “In these unprecedented times…” It’s a phrase you’ve probably heard a lot

    Read More

  • grandmother-holding-hand-of-child-for-family-meal-prayer-min

    4 Ways Gratitude Can Improve Your Money Mindset

    November 20, 2020

    It’s amazing how gratitude can change how we see the world. Too

    Read More

  • african-american-man-looking-at business-news

    What’s the Difference Between Stocks and Bonds?

    November 18, 2020

    When diversifying your portfolio, you’ll read article upon article about stocks and

    Read More

< Back to Resources