NEWS RELEASE 2017 LEADERS COUNCIL

For Immediate Release

 

NEWS RELEASE

LIGHTHOUSE WEALTH GROUP ACHIEVES MEMBERSHIP

IN RAYMOND JAMES FINANCIAL SERVICES 2017 LEADERS COUNCIL

 

FRANKLIN, TN – Wealth Advisors Rich Smith and Tommy Doerfler CPA, CFP®, of Lighthouse Wealth Group, a wealth planning team at Southwestern Investment Group, located at 720 Cool Springs Blvd, Suite 100, were recently named on the Raymond James’ 2017 Leaders Council* for the third consecutive year. Leaders Council is a prestigious recognition for advisors within the Raymond James firm that consists of 220 advisors out of 7,100 Raymond James advisors, or roughly three percent.

Lighthouse Wealth Group is a financial planning team within the Southwestern Investment Group firm. They offer comprehensive financial services and wealth planning for select families in the area.

 

About Southwestern Investment Group & Raymond James

Southwestern Investment Group was established in 2002 as an independent firm. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. The advisors at Southwestern Investment Group use Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, as their broker dealer. Founded in 1962 and a public company since 1983, Raymond James Financial is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.

*Membership is based on prior fiscal year production. Re-qualification is required annually.

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Lighthouse Wealth Team


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