JEFF DOBYNS NAMED TO BARRON’S 2020 LIST OF TOP ADVISORS IN TENNESSEE

FRANKLIN, Tennessee—Jeffrey T. Dobyns, President of Southwestern Investment Group and financial advisor with Raymond James Financial Services, was named to the Barron’s 2020 list of top advisors in Tennessee, which recognizes America’s best financial advisors, organized by state.

“It is an honor to be named one of the best advisors in the state of Tennessee. We have an exceptional team at Southwestern Investment Group, and their support and dedication is what drives us to success,” Dobyns said. “Without them, none of this would be possible,” he adds.

The Barron’s list rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings are assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

Dobyns enjoys providing excellent service in comprehensive financial planning to retirees, entrepreneurs, entertainers, and executives. By taking the time to truly know his clients, understand their goals, and develop and execute their plans, Dobyns provides clear guidance that gives his clients confidence in their strategies.

The Dobyns Wealth Team is located at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee, and can be reached at 615-861-6114.

Data provided by Barron’s as of 03/20/2020.

About Barron’s

Barron’s is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being. For more information see www.barrons.com.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 as an independent organization and oversees more than $5 billion in client assets as of March 2021. The advisors at Southwestern Investment Group use Raymond James Financial Services, 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 firm. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic service to help enhance and protect your wealth. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services

*As of 06/30/2019. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $824 billion.

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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.