SOUTHWESTERN INVESTMENT GROUP NAMES ERIC SHAPIRO AS VICE PRESIDENT

June 30, 2022 (Omaha, Nebraska) — Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Eric Shapiro of the Shapiro Wealth Team to Vice President.

As a CERTIFIED FINANCIAL PLANNER™ professional, Eric has also received his Series 7, Series 66, Insurance, Annuity, Long Term Care, and Disability licenses and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. His promotion to Vice President of Southwestern Investment Group reflects his tireless commitment to providing the highest levels of service to his clients.

“We’re very happy for Eric on a well-earned promotion,” said Jeff Dobyns, President of Southwestern Investment Group. “Eric and his team exemplify the standard of care Southwestern Investment Group provides to our clients. We expect Eric to continue his amazing work serving his clients and embodying the values of our firm.”

Growing up in the small town of Wayne, Nebraska, Eric learned the values of a strong work ethic and a long term, conservative approach to money. After studying both finance and communications as an undergraduate, he realized the importance of financial literacy for people working towards long-term goals. A passionate advocate of education, he obtained his MBA while working full-time and incorporates this experience and knowledge into his advice for clients.

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 organization, thanks to its relationship with broker/dealer Raymond James Financial Services. To learn more, visit the company’s website at swinvestmnetgroup.com.

The Shapiro Wealth Team can be contacted at:

15808 West Dodge Road, Suite 103

Omaha, NE 68118

402-884-7463

About Southwestern Investment Group

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit www.swinvestmentgroup.com.

About Raymond James Financial Services

As of 3/31/2022. 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 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at raymondjames.com

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