Southwestern Investment Group

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Description

  • We are a firm of nearly 100 employees all dedicated to the improvement of the financial health of our community. We currently have eight offices located throughout the nation: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Frisco/Dallas, TX | Omaha, NE | Birmingham, AL | Clarinda, IA Our philosophy has remained the same since we started our company in 2002 to improve financial lives so that you can focus on things that are most important to you personally, professionally, and spiritually. Though our company has grown and continues to expand, our values have remained consistent and have helped us as we navigate our decisions. They determine our future and the future of our clients. They are the frame work for how we behave, grow, and make decisions. They are the core of our company and of our family of advisors. Its what you can expect of us, and its what we expect of our advisors. CORE VALUES: Wise comprehensive financial counsel Treat people with dignity and respect A high standard of knowledge, professionalism, and expertise Independent objective solutions Ethical and trustworthy Contact us today for more information: http://southwesterninvestmentgroup.com/contact/ Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
  • location

    Headquarters:801 Crescent Centre Drive , Franklin, Tennessee, United States

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  • Southwestern Investment Group phone

    Phone Number: +1 615-861-6100

  • Southwestern Investment Group website

    Website: https://www.southwesterninvestmentgroup.com

  • Southwestern Investment Group employees

    Employees:83

  • Southwestern Investment Group revenue

    Revenue:$10 - 50M

  • Southwestern Investment Group legal name

    Legal Name:Southwestern Investment Group

  • Southwestern Investment Group's Social Media

    Southwestern Investment Group linkedin Southwestern Investment Group facebook
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  • |  NAICS Code: 523110  |

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Person level website identification

President Of Southwestern Investment Group for Southwestern Investment Group

Jeffrey Dobyns

President Of Southwestern Investment Group

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View Employees

Jeffrey Dobyns

President Of Southwestern Investment Group

Bob Sircy

Executive Vice President, Swig And Investment Management Consultant, Rjfs

Matthew Ferlic

Vice President Investment

Luke Aull

Senior Executive Vice President

Colton Larue

Director Of Financial Planning

Frequently Asked Questions regarding Southwestern Investment Group

  • Where are Southwestern Investment Group's Headquarters?

    Southwestern Investment Group's Headquarters are in 801 Crescent Centre Drive ,Franklin,Tennessee,United States

  • What is Southwestern Investment Group's phone number?

    Southwestern Investment Group's phone number is +1 615-861-6100

  • What is Southwestern Investment Group's official website?

    Southwestern Investment Group's official website is https://www.southwesterninvestmentgroup.com

  • What is Southwestern Investment Group's Revenue?

    Southwestern Investment Group's revenue is $10 - 50M

  • What is Southwestern Investment Group's NAICS code?

    Southwestern Investment Group's NAICS code is 523110

  • How many employees are working in Southwestern Investment Group

    Southwestern Investment Group has 83 employees

  • What is Southwestern Investment Group's Industry?

    Southwestern Investment Group is in the industry of Financial Services

  • Who is Southwestern Investment Group's President Of Southwestern Investment Group?

    Southwestern Investment Group's President Of Southwestern Investment Group is Jeffrey Dobyns

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