New Brentwood Location opened by Southwestern Investment Group
Southwestern Investment Group Opens New Brentwood Location
In November 2015, the Southwestern Investment Group team announced that they had hit a company milestone of $2 billion in assets under management. While not long after the new year, Southwestern Investment Group continues to experience exponential growth. This month they have announced another milestone as they open a seventh location.
Southwestern Investment Group attributes their growing numbers of advisors and support staff to an unparalleled company culture. “We give our advisors the independence to be entrepreneurs under the umbrella of our company’s resources, support, and team structure. It’s a much desired marriage of independence and structure that advisors thrive in,” said Jeff Dobyns, president of Southwestern Investment Group.
Started in 2002 Southwestern Investment Group has gone from one employee and one location to over 75 employees and 7 locations. Dobyns attributes this consistent growth to the long term trust that Southwestern Investments Group’s advisors build with their clients.
“Beyond the entrepreneurial spirit, our company was founded on the core value of always doing what is right for the client. We encourage doing what is best for the client in the long term, not what is best for the company in the short term – like paying off debt before investing,” Dobyns said.
Three advising teams from the current Franklin office will be moving to the new Brentwood location:
Creekside Crossing I
Cadillac Drive Suite 405
Brentwood, TN 37027
All are welcome to visit the new office during the open house on Thursday, June 2 at 6:00 PM.
About Southwestern Investment Group & Raymond James
Southwestern Investment Group was established in 2002 as an independent firm, and has been a Dave Ramsey endorsed local provider since 2002.
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. Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey Local Provider Program.