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.