Tags Forbes Top Next-Gen Wealth Advisors

Tag: Forbes Top Next-Gen Wealth Advisors

Jesse Scroggins of Southwestern Investment Group Named to Forbes’ List of Top Next-Gen Wealth Advisors for 2022

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, is pleased to announce that Jesse Scroggins, Executive Vice President and head of the Jesse Scroggins 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 Swatzell of Southwestern Investment Group Named to the Forbes List of Top Next-Gen Wealth Advisors for 2022

eNewsChannels 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.

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