Knoxville, TN. (July 19, 2021)—Southwestern Investment Group, an independent wealth management company with more than 40 teams across the country, is pleased to announce the promotion of Southwestern Investment Group Wealth Advisor Travis Cullman of the Cullman Wealth Team in Knoxville, Tennessee to Senior Vice President at Southwestern Investment Group. Cullman recently reached this significant milestone in his advising career, based on the client assets he and his team manage.
Cullman is a CERTIFIED FINANCIAL PLANNER™ practitioner and believes in holding to the highest standards of professionalism and ethics in the industry. The promotion to Senior Vice President at Southwestern Investment Group recognizes Cullman’s consistent client success and is a landmark step in his career. Cullman will continue to provide his clients with the same friendly, attentive service they have come to expect.
Cullman’s dedication to his clients, team, and family is always evident. He advocates for their success by proactively communicating to create a warm, welcoming environment where clients can feel comfortable coming to any member of the team. It’s his focus on everyone’s well-being that makes Cullman such an asset to those he helps.
President of Southwestern Investment Group, Jeff Dobyns, attributes this recent promotion to Cullman’s care for and dedication to clients. “Talented and ambitious advisors like Travis are the lifeline of our team at Southwestern Investment Group. The experience and knowledge Travis 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 Cullman Wealth Team is located at 136 Concord Road in Knoxville, Tennessee, and can be reached at 865-686-5202.
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 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 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.)
