SEARCH
866.712.1657

SOUTHWESTERN INVESTMENT GROUP CELEBRATES THE SUCCESS AND ADVANCEMENT OF TWO WEALTH TEAM LEADERS

Franklin, Tenn. (April 16, 2020)—Southwestern Investment Group, an independent wealth management company with more than 35 wealth teams across 11 offices, is pleased to announce the promotion of two of its wealth advisors. Drew McMillin and Zach Hurd each reached new milestones based on client assets managed.

Drew McMillin, a partner of the Dobyns Wealth Team in Franklin, Tennessee, was recently promoted to Senior Vice President. A University of Tennessee-Knoxville graduate, Drew is a CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner. Dobyns Wealth Team is proud to have Drew as a partner and recognizes the commitment he makes to each one of his clients. “Drew is an asset to the Dobyns Wealth Team. We are so grateful for the support and guidance he provides our clients and know that this is only the beginning of his success,” says Southwestern Investment Group President, Jeff Dobyns.

Recently promoted to Vice President, Zach Hurd is a CERTIFIED FINANCIAL PLANNER (CFP)™ practitioner and partner of the Sircy-Hurd Wealth Team, also located in Franklin. The Michigan native is a graduate of Bethel University in Minnesota, where he studied finance and economics. Zach’s passion is working to help his clients succeed. He relies on the independent nature of Southwestern Investment Group, which allows him to always act in the client’s best interests without outside pressure. Zach’s continued success comes as a surprise to no one, as he works diligently to support his team and clients in any way that he can. “Zach’s dedication to his clients is unmatched. He is an excellent advisor and an even better leader for our team,” says Hurd’s partner Bob Sircy, Jr.

Southwestern Investment Group is excited to recognize these critical team partners and the accomplishment of their teams. Through its family of advisors, Southwestern Investment Group has come together to provide clients with a service level that is personal and intimate since its beginning in 2002. To learn more about how Southwestern Investment Group’s wealth teams work together to improve individuals’ financial lives, visit the company’s website at swinvestmentgroup.com. 

About Southwestern Investment Group:

Southwestern Investment Group was established in 2002 as an independent organization and manages over $4 billion in client assets. 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 services to enhance and help preserve your wealth. For more information, visit swinvestmentgroup.com.

About Raymond James Financial Services

As of 12/31/2020. 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 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.

SHARE THIS ARTICLE

Disclosure Information

Privacy Policy

© 2024 SageSpring Wealth Partners. Brokerage services offered through Raymond James Financial Services, member FINRA/SIPC, for accounts custodied with Raymond James. Accounts may be custodied at either Raymond James or Fidelity. Privacy Notice: Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not register to offer securities and advisory services in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Read full Disclosure

 

© 2024 |  Associated with Raymond James  |
Form ADV Brochure – Pre-Fidelity Transition  | Form ADV Brochure – Post-Fidelity Transition | Form CRS – Pre-Fidelity Transition  | Form CRS – Post-Fidelity Transition | Privacy Policy – Pre-Fidelity Transition | Privacy Policy – Post-Fidelity Transition

SEARCH
866.712.1657
alor1348 jeff
Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

Envelope Linkedin-in

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.