Tags Southwestern Investment Group

Tag: Southwestern Investment Group

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.

Southwestern Investment Group names Gary Bonner as COO

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

Southwestern Investment Group Named a 2022 Top Workplace in Middle Tennessee, Third Consecutive Year

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.

Southwestern Investment Group Names Brandon Kew, CFP, as Vice President

eNewsChannels NEWS: -- Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.

Nine Southwestern Investment Group Advisors from Franklin, TN Named to Forbes’ 2022 List of Best-In-State Wealth Advisors

eNewsChannels NEWS: -- Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.

Independent wealth management company Southwestern Investment Group celebrates 20th Anniversary

eNewsChannels NEWS: -- Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.

WHAT'S NEWS