Zach Hurd is a CERTIFIED FINANCIAL PLANNER™ practitioner at Southwestern Investment Group, Inc., and a Raymond James Financial Advisor. Through Raymond James Financial Services, Inc., Zach and his partner, Bob Sircy, Sr. Vice President, SWIG, provide their clients with sound investment strategies designed to build wealth through comprehensive financial planning. Zach’s integrity and commitment to excellence equip him to soundly advise their clients on virtually any financial issue. His ethical approach, combined with his financial expertise, adds much to the overall financial guidance that his team provides.
Zach holds the Series 7, 66, Life and Annuity Licenses, is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered as a financial advisor with Raymond James Financial Services, Inc.
One extremely important aspect of our team is that we are an INDEPENDENT team. By being completely independent, our allegiance is with the client and not with any particular product- as we are not obligated to sell any proprietary funds or products. Rather, we 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.
Zach is originally from Portage, Michigan. He graduated from Bethel University in Minneapolis, MN with a degree in Finance and Economics and a minor in pre-medical studies. While at Bethel, he was the captain of the university’s basketball and soccer teams. Zach and his wife Jourdan currently reside in Nashville, where they are involved with their local church, Midtown Fellowship Church and also volunteer with Nashville area Young Life. In their free time, Zach and Jourdan spend time with their Goldendoodle, Colbie, golfing, and enjoy as much time as they can on the lake.
Southwestern Investment Group, Inc. is an independent firm. Securities are offered through Raymond James Financial Services Inc., Member FINRA/SIPC. By being completely independent, Zach’s allegiance is with his clients and not with any particular product, as the advisors at Southwestern Investment Group, Inc. are not obligated to sell proprietary funds or products.