FRANKLIN, TN (March 30, 2021) — Of the 32,725 nominations received, only 5,000 advisors made the cut for Forbes’ list of ‘Best-In-State Wealth Advisors.’ Southwestern Investment Group Senior Executive Vice President and Raymond James Financial Services Investment Management Consultant Bob Sircy, Jr., of the Sircy-Hurd Wealth Team, is one of seven Southwestern Investment Group advisors given the distinction. 

The Sircy-Hurd Wealth Team, which includes Bob Sircy, Jr., his partner Zach Hurd, and their team of associates, provides clients with an unmatched comprehensive financial experience. Together, they help clients feel welcome, well taken care of, and on a path to success, making the Sircy-Hurd Wealth Team a quality practice in the financial industry.. 

Bob Sircy, Jr.’s integrity and financial expertise, aligned with his credentials as a Certified Public Accountant, equip him to advise his clients on virtually any financial issue. A native of Nashville and a graduate of Lipscomb University, Sircy dedicates his time to his clients, as well as public service. He is heavily involved with several professional and civic organizations that allow him to engage with and elevate community members. His commitment to excellence and helping those around him makes this honorable recognition well-deserved. 

This success wouldn’t be possible without Sircy’s partner, Zach Hurd, who has been critical to the Sircy-Hurd Wealth Team’s growth. Hurd is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7, 66, Life and Annuity licenses. His contributions to the team are invaluable and will be instrumental in the future of the company. 

“The Sircy-Hurd Wealth Team is a glowing example of what you can accomplish when you focus on your clients’ needs. Bob Sircy, Jr.’s pivotal contributions here at Southwestern Investment Group never go unnoticed, and I look forward to his continued success,” says Jeff Dobyns, President of Southwestern Investment Group. 

Advisors honored on the Forbes ‘Best-In-State Wealth Advisors’ list are chosen based on an algorithm of qualitative criteria, mostly gained through telephone and in-person interviews and quantitative data. Those considered have a minimum of seven years of experience, and the algorithm weights factors like revenue produced, compliance records, assets under management, and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data.

According to Forbes, based on their research, “The very best advisors are laser-focused on having a positive impact on their clients’ lives; they want to add meaning, help them live better lives.

The Sircy-Hurd Wealth Team is located at 801 Crescent Centre Dr., Suite 600, in Franklin, Tennessee. To reach their office, please call 615-861-6118.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 as an independent practice and manages more than $4.5 billion in client assets. The advisors at Southwestern Investment Group team up with Raymond James Financial Services Inc., member FINRA/SIPC, a wholly-owned subsidiary of Raymond James Financial, as their broker-dealer, which allows them to have the support of a large company while offering the personalized services of a small organization. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser.

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Jeffrey T. Dobyns


President, SageSpring | Financial Advisor, RJFS 

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.