Lucas Swatzell

Lucas Swatzell serves as a Raymond James Financial Advisor at Southwestern Investment Group, a fully-owned subsidiary of the Southwestern Company – which is one of the oldest and largest privately held companies in Nashville, Tennessee.

Lucas is extremely passionate about the value he can provide by being a member of an independent firm. By being completely independent, his allegiance is with the client and not with any particular product– as advisors at Southwestern Investment Group are not obligated to sell any proprietary funds or products. Rather, they have access to thousands of Mutual Funds, Stocks, Bonds, Certificates of Deposits, Money Market Accounts, Section 529 College Savings Plans, fifty Private Money Management Firms, and thousands of Insurance Products on the market.

Lucas holds his Series 7, Series 66, and Life and Health Insurance Licenses. His focus is to help clients through Comprehensive Financial Planning with a specialty in fee-based* professional money management, tax planning strategies, and exceptional customer service.

*Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.


Team Members

  • Lucas4

    Lucas Swatzell

    Financial Advisor, RJFS

      Email me

    Lucas is a graduate of Murray State University, where he earned his bachelor’s degree in Business Administration. While studying abroad and touring Lloyds of London in London, England, Lucas further developed his passion for finance. He then enrolled in graduate school at The University of Alabama where he received his master’s degree in Personal Financial Planning.

    For the past four and a half years, Lucas built a successful practice with one of the largest providers of retirement plan services located in Brentwood, TN. Lucas was introduced to Southwestern Investment Group by another advisor at the firm while attending Belmont University’s Certified Financial Planner® Executive Education program. After careful consideration, Lucas decided to join Southwestern Investment Group to provide his clients with sound investment strategies designed to manage wealth through comprehensive financial planning.

    Lucas is originally from Hopkinsville, Kentucky. Today, he and his wife, Kayla a teacher at The Oak Hill School, live in Brentwood, and enjoy spending their free time outdoors playing tennis, hiking, or mountain biking.