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SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF LEAD ADVISOR, LUCAS SWATZELL

Franklin, Tenn. (August 18, 2020)—Southwestern Investment Group, an independent wealth management company with more than 40 teams across the country, is pleased to announce the promotion of Lucas Swatzell, lead advisor of the Swatzell Wealth Team in Franklin, Tennessee, co-lead advisor of the Allen-Swatzell Wealth Team in Columbia, Tennessee, and Vice President at Southwestern Investment Group. Swatzell recently reached a significant milestone in his advising career, based on the client assets he and his team manage. 

Now holding the title of Senior Vice President, Lucas Swatzell is a Certified Investment Management Consultant through Raymond James’ Institute of Management Consulting. He also holds series 7, series 66, life and health insurance licenses. A graduate of Murray State University and The University of Alabama, Swatzell completed Belmont University’s Executive Education Program for Financial Planning.

President of Southwestern Investment Group, Jeff Dobyns, attributes this recent promotion to Swatzell’s care for and dedication to clients. “Talented and ambitious advisors like Lucas Swatzell are the lifeline of our team at Southwestern Investment Group. The experience and knowledge Lucas brings to the team has helped many of our clients take control of their financial futures, and I’m excited to see what lies ahead for him and his team,” said Dobyns.

Since its beginning in 2002, Southwestern Investment Group’s family of advisors has come together to provide clients with a service level that is both personal and intimate, while offering the products of a large-scale firm, thanks to its relationship with broker-dealer Raymond James Financial Services, Inc. To learn more, visit the company’s website at swinvestmentgroup.com.

The Swatzell Wealth Team is located at 801 Crescent Centre Dr., Suite 600, Franklin, TN 37067 and can be reached at 615-861-3518. The Allen-Swatzell Wealth Team is located at 816 S. Main Street, Columbia, Tennessee 38401 and can be reached at 931-388-3090.

About Southwestern Investment Group

As of 3/31/2022. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a small organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit www.swinvestmentgroup.com.

About Raymond James Financial Services

As of 3/31/2022. 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 8,500 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at raymondjames.co

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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Jeffrey T. Dobyns

President, SageSpring 

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.