SOUTHWESTERN INVESTMENT ANNOUNCES THREE NEW LEAD ADVISORS

Franklin, Tennessee—Southwestern Investment Group, an independent wealth management company based in Franklin, Tennessee, is excited to announce the launch of three new wealth teams. Accomplished financial advisors Timothy Johnson, David Hayes, and James Ridley each previously worked within the Southwestern family of advisors. They are now expanding into solo advisory roles by launching their own wealth teams, a path taken by many Southwestern Investment Group advisors. 

Timothy Johnson, an Indiana native, joined and helped build the Travis Cullman Wealth Team in Knoxville, Tennessee in 2017. David Hayes, an Alabama native who was once a client of Southwestern Investment Group, joined the Jesse Scroggins Wealth Team in Birmingham in 2018. James Ridley, a Kentucky native and a Belmont University graduate, joined the Deering Wealth Team in Franklin, Tennessee in 2018.

These talented advisors are in the process of building their own teams in Knoxville, Birmingham, and Franklin, respectively. A testament to Southwestern Investment Group’s commitment to providing advisors with growth opportunities, Johnson, Hayes, and Ridley all began their careers working within preexisting teams. They utilized the company’s focus on mentorship and multiple development opportunities to achieve their goals of leading teams of their own. Prior to starting out on their own, these advisors had the privilege of working under and learning from some of the most successful advisors in their areas.  

President of Southwestern Investment Group, Jeff Dobyns, has navigated the company on a foundation of mentorship and growth, providing teams with the resources they need to achieve their personal and professional goals. “I am proud of these advisors for their dedication to our company and our clients. They deserve every bit of success and recognition coming their way. I know great things lie ahead for each of them,” Dobyns shared. Johnson, Hayes, and Ridley will each continue to assist their clients with the high-quality service that they have come to know and expect.  

Since 2002, Southwestern Investment Group’s family of advisors has been committed to providing clients with comprehensive financial planning that aligns with their personal and professional goals. Brokered by Raymond James Financial Services, Southwestern Investment Group offers clients the service of a small firm with the options of a large-scale company. Each advisor is dedicated to welcoming clients and guiding them to their best future. To learn more about Southwestern Investment Group, please visit our website at www.swinvestmentgroup.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

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 $877 billion.* (*As of 6/30/2020. Past performance is not indicative of future results.)

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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.