Client Focus Drives Southwestern Investment Group’s Success

What value drives Southwestern Investment Group’s success? The same value that Southwestern Investment Group President and Raymond James Financial Services Financial Advisor Jeff Dobyns has pushed from the beginning—caring for the client. At the root of every action, Southwestern and its advisors keep the clients’ best interests front and center. We assess the needs of our clients and design strategies to help them reach their most lofty goals. Through fully supporting our clients and serving as a financial ally, Southwestern has risen to new heights.

Today, Southwestern advisors are frequently recognized for industry excellence, and clients are flourishing. There was a time, though, when President Dobyns was building the Southwestern Investment Group from the ground up. He “dreamed of the day we could have several certified financial planners for our clients.” His dream came true. Southwestern now has 31 certified financial planners (CFPs), five certified public accountants (CPAs), two certified divorce financial analysts (CDFAs), and one accredited asset management specialist (AAMS).

In light of our growth, we’re highlighting what makes Southwestern different—what makes us the best client advocate we can be. We asked President Dobyns for his insight into Southwestern’s success as well. Let’s see what he had to say.

Southwestern’s Success, According to President Jeff Dobyns

“The driving factor in our success has been our overwhelming passion for providing clients with excellent experiences in both world-class customer service and comprehensive financial advice.”

At Southwestern Investment Group, clients make the world go ‘round. We know that by helping them succeed financially we are impacting their lives in a positive way. That’s what keeps Southwestern’s advisors motivated to keep going. They see clients day in and day out who are benefiting from their financial guidance.

“Our company has really excelled because of our desire to create a pathway for employees to be developed and progress.”

Southwestern Investment Group’s advisors stand out in that the majority are hired without industry experience. This model allows us to organically train advisors to provide exceptional service through a high level of education and in-house training. Most importantly, Southwestern’s advisors receive years of mentorship. When we invest the time into our team, our team invests that time back into their clients’ financial well-being.

“I think the benefit of this business is that if you serve your clients really well, then you [receive] additional clients who would like your advice and services.”

The main goal for our team and company is to ensure our advisors continue to develop, excel, and lead their clients and team well. If we can help our advisors continue to excel, then the rest of our goals will be achieved. Southwestern believes in investing in people—employees and clients alike.

“[What] makes me most proud of our advisor teams is the fact that they are all incredible human beings.”

Southwestern’s culture contributes to our clients’ prosperity by recognizing that we all leave a legacy in the things we do every day. With our resources, time, and energy, we drive our legacy. Our advisors embody a culture of doing the right thing and making an impact in their community. They consistently help our clients achieve their milestones and objectives.

Come See What We’re Talking About

We would love not just to tell you how well we support our clients but to show you. Contact Southwestern Investment Group to speak to a financial advisor in your area. We look forward to welcoming you into our culture of financial strength and powerful core values.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring | Financial Advisor, RJFS 
615-861-6102

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.