Homewood, AL (September 25, 2020)—Southwestern Investment Group, an independent wealth management company with more than 40 teams across the country, is pleased to announce the promotion of Jesse Scroggins, Senior Vice President of the Jesse Scroggins Wealth Team in Homewood, Alabama. Scroggins was previously Vice President of his team before reaching 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, Scroggins is an Accredited Asset Management SpecialistⓇ (AAMS). A graduate of the University of Alabama, Scroggins has worked with individuals and families in Birmingham for more than ten years. This promotion recognizes Scroggins’ consistent client success and is a landmark step in his career. He will continue to provide his clients with the same friendly, attentive service they have come to expect.
As Scroggins is appreciative of the mentorship-centric approach at Southwestern Investment Group, he will now begin working with a new mentee, Evan Porter. With a goal of transitioning to be a financial advisor, Porter will spend time learning about financial advising and the investment world from a successful advisor. The mentor-mentee relationship is one element that contributed to Scroggins’ current success, and he is excited to give that experience to an aspiring advisor.
President of Southwestern Investment Group, Jeff Dobyns, attributes this recent promotion to Scroggins’ care for and dedication to his clients. “Talented and ambitious advisors like Jesse Scroggins are the lifeline of our team at Southwestern Investment Group. The experience and knowledge that Jesse 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. To learn more, visit the company’s website at swinvestmentgroup.com.
The Jesse Scroggins Wealth Team is located at 600 University Park Place, Suite 350 in Homewood, Alabama, and can be reached at 205-730-0055.
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 31, 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 preserve 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 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.12 trillion.* (*As of 6/30/2021. Past performance is not indicative of future results.)
