SOUTHWESTERN INVESTMENT GROUP SEES EXCITING GROWTH IN KNOXVILLE
KNOXVILLE, Tennessee—Southwestern Investment Group, an independent wealth management company with more than 35 teams across the United States, is experiencing significant growth in the Knoxville, Tennessee area. The Knoxville branch is now led by two full-time financial advisors, Travis Cullman and Timothy Johnson, and has expanded into a new office location.
Travis Cullman, CFP, CPFA, and Timothy Johnson provide clients in the Knoxville area with sound, conservative, and comprehensive investment advice. The team works together to create effective and efficient plans that empower clients to reach their financial goals. With strategies that help clients save for retirement, minimize tax liability, and transfer their wealth, the team has grown by $15M in net new assets within the past year with 68 new clients. To accommodate such accelerated growth, the team recently relocated to a new office located at 136 Concord Road, Knoxville, Tennessee.
“Our team is so proud of the work we do. We work hard for our clients every day because we want to see people thrive. And that makes every new accomplishment that much more rewarding—because it means we’ve achieved that goal,” says Cullman. The Cullman Wealth team has continued to grow throughout the last six years since its beginning and is looking forward to what’s to come. “Thank you to everyone who has contributed to our success. We can’t wait to see what’s on the horizon.”
Since 2002, Southwestern Investment Group’s family of advisors has been committed to providing clients with comprehensive financial planning that aligns with their personal and professional goals. Brokered by Raymond James Financial Services, Southwestern offers clients the service of a small firm with the options of a large-scale company. Each advisor is dedicated to welcoming clients and guiding them to their best future.
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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