Southwestern-Investment-Group-Brentwood-Location


SOUTHWESTERN INVESTMENT GROUP’S BRENTWOOD OFFICE MOVES TO A NEW LOCATION

BRENTWOOD, Tennessee—After a period of significant growth, Southwestern Investment Group is excited to announce that its Brentwood office is moving to a new location. As of July 20, 2020, at 8:00 a.m., clients can visit their advisors at 12 Cadillac Drive, Suite 100, Brentwood, Tennessee. The new office, which is still conveniently located within the same business complex as the previous office, will provide the Brentwood wealth teams with ample space to continue growing and building their client base. 

Southwestern Investment Group attributes its progress to its care for employees and clients and its focus on comprehensive financial planning. Advisors and their teams are continually encouraged to learn and develop their knowledge, advancing their careers and allowing them to further help their clients succeed. In addition, each wealth team follows a strong set of core values that ensures that clients’ best interests are always at the forefront of every financial strategy. 

To learn more about Southwestern Investment Group’s Brentwood teams, please visit www.swinvestmentgroup.com. These local advisors are ready to build your complete financial strategy to help preserve and grow your most valuable assets. 

About Southwestern Investment Group 

Southwestern Investment Group was established in 2002 as an independent firm and manages more than $4 billion in client assets as of July 16, 2020. 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 help enhance and preserve your wealth. Southwestern Investment Group is a member of the 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 as of July 16, 2020.

Legal Disclaimer

More Articles

  • Estate Planning: Is It Ever Too Early?

    September 11, 2019

    Like life insurance, estate planning can be a difficult topic. We tend

    Read More

  • young-female-hugging-older-man

    What Is a Net Asset Value (NAV)?

    September 2, 2020

    To frame the importance of your net asset value (NAV), let’s first

    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