SOUTHWESTERN INVESTMENT GROUP CELEBRATES ADVANCEMENT OF SENIOR VICE PRESIDENT, TRAVIS CULLMAN

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.)

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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.