TOMMY DOERFLER NAMED SENIOR EXECUTIVE VICE PRESIDENT AND SENIOR WEALTH ADVISOR OF LIGHTHOUSE WEALTH TEAM
BRENTWOOD, Tennessee—Tommy Doerfler, Senior Executive Vice President at Southwestern Investment Group and a senior wealth advisor with Raymond James Financial Services, recently transitioned to Lead Advisor of the Lighthouse Wealth Team, following the retirement of Rich Smith. Taking the lead on January 1, 2019, Doerfler spent the past year working with his team to continue expanding their client services.
“We want to be the go-to regarding our clients’ financial lives,” Doerfler says. “We want to remove the stress, concerns, and unknowns from their lives as much as possible. Our goal is to understand their hopes and dreams and help them get there.”
Doerfler, who now manages more than $200 million in client assets, attributes his team’s success to its collaborative spirit and dedication to clients. “We’re all in this together.” Southwestern Investment Group is built on a foundation of strong core values that always put clients’ best interests first.
Southwestern Investment Group President Jeff Dobyns looks forward to Doerfler’s continued service and success. “Tommy Doerfler has continued to excel and provide incredible comprehensive planning advice and is making such an impact with his clients by helping them achieve their goals,” says Dobyns. “Tommy has partnered with Rich Smith for many years and is now leading the team after Rich’s retirement. He could not have done a better job of not only serving the clients exceptionally well but leading the team and setting the standard for exceptional financial planning advice,” he adds.
Doerfler offers holistic financial services in areas including estate, retirement, and investment planning. The Lighthouse Wealth Team is located at 801 Crescent Centre Dr., Suite 600, Franklin, TN, 37067.
SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS
April 17, 2020
Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company
As Seen in the Nashville Business Journal
February 10, 2017
Financial resolutions: Two steps to help you toward financial independence.
A Guide to Managing Your Retirement During COVID-19
April 10, 2020
Retirement planning changes throughout the course of your life. But regardless of