(FRANKLIN, Tenn.) — NEWS: Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead – or are viewed as potential leaders of – their teams.
Lucas specializes in long-term planning, has received his Series 7 and Series 66 licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. The Swatzell Wealth Team, with offices in Franklin and Columbia, TN, focuses on helping its clients meet their unique goals and objectives and in building lasting relationships with them.
“On behalf of Southwestern Investment Group, I want to congratulate Lucas on this outstanding and well-deserved honor,” said Jeff Dobyns, President of Southwestern Investment Group. “His expertise has added significant value to our firm. Lucas has also been a tremendous role model to his team, and we are very proud of the impact he continues to make in the lives of his clients and colleagues.”
The ranking, developed by Forbes’ partner, SHOOK Research, is based on an algorithm of qualitative and quantitative data, weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.
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 swinvestmentgroup.com.
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 https://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 https://www.raymondjames.com/ .
Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Swatzell Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(r), CERTIFIED FINANCIAL PLANNER(tm), CFP(r) (with plaque design) and CFP(r) (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The Forbes Next-Gen Wealth Advisors – Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information and complete details on methodology, go to https://www.shookresearch.com/
Related link: https://www.swinvestmentgroup.com/
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