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SOUTHWESTERN INVESTMENT GROUP ADVISORS NAMED TO FORBES 2019 BEST-IN-STATE WEALTH ADVISORS LIST

FRANKLIN, Tennessee—In its 2019 Best-In-State Wealth Advisors list, Forbes has named four of Southwestern Investment Group’s top executives to the elite list of Tennessee-based wealth advisors. Among the list of Southwestern Investment Group advisors are President Jeffrey T. Dobyns, Senior Executive Vice President Luke Aull, Executive Vice President Mark Deering, and Executive Vice President Bob Sircy, Jr. The Forbes Best-In-State list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed, and assigned a ranking within their respective states.

“Having four of our advisors to be included on this list is a great honor and speaks volumes about the hard work and dedication we commit to our work at Southwestern Investment Group,” Dobyns said. “As we strive to help improve the financial lives of our clients, we hope to continue leading the way in Tennessee” he adds.

The Southwestern Investment Group family of advisors works to create a strategy for clients that is designed to sensibly plan, build, and preserve money, so clients can focus on what truly matters to them personally, professionally, and spiritually. Through its broker-dealer, Raymond James Financial Services, Inc., Southwestern Investment Group has the support of a large company, while offering clients the intimate service of a small firm. Though each of its teams and advisors may vary in their focus and technique, the company has a common purpose and shares in the same successful approach to planning—creating a comprehensive financial plan, tailored to clients’ individual and personal goals. SouthwesternInvestment Group is headquartered at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee.

Data provided by SHOOKTM Research, LLC as of 3/31/2019.

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alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

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

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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.