FRANKLIN, TN. (November 30, 2020)—Southwestern Investment Group, an independent wealth management company with more than 40 teams across the country, is pleased to announce that two members of the Jordan Wedell Wealth Team in Franklin, Tennessee, have recently achieved notable milestones in their financial services careers. In addition, the team is also excited to share its recent addition of a financial planner to continue growing its client base, while providing excellent client service.
In the first of two team achievements, wealth team leader Jordan Wedell was recently certified by the CFP® Board as a CERTIFIED FINANCIAL PLANNER® professional. Wedell chose this exam because of its immense breadth and depth of topics required for effective comprehensive planning. The completion of this certification illustrates Wedell’s thorough understanding of complex financial planning concepts and furthers his commitment to adhering to the highest of ethical standards.
“I have been so blessed to serve so many amazing families over the years. Given the important role I’m privileged to play in my clients’ lives, I’m always looking for new ways to be more valuable in our partnerships together. In that light, pursuing the CFP® certification was a welcomed challenge. I know that the more I grow, the more I’m able to pour back into the lives of my clients, and that excites me.”
In addition to Wedell reaching a significant step in his career, his team members are following suit. Emily Rogers has now received her Series 7 license. Rogers, a graduate of Trevecca Nazarene University, was eager to take on the challenge to bring a higher level of service and knowledge to her day-to-day client support. She truly enjoys seeing the impact that she and the team have on clients’ lives, and earning her Series 7 license was simply another step toward building upon that impact.
Finally, the team is excited to introduce its new member: Connor Jeffries. Connor earned his Bachelor’s degree at the University of Tennessee, Knoxville, with an emphasis in Finance and Marketing. Since then, he has received his Series 7 and Series 66 licenses and Life and Accident/Health Insurance license, with a short-term goal of obtaining his CFP® designation. Along with his strong sense of personal ethics, Connor is analytical, disciplined, and willing to go above and beyond to ensure that clients leave every interaction feeling respected, educated, valued, and cared for.
President of Southwestern Investment Group, Jeff Dobyns, attributes this team’s recent success to its commitment to caring for clients. “Talented and ambitious advisors like Jordan are the lifeline of our team at Southwestern Investment Group. The experience and knowledge Jordan and his team bring to our company has helped many of our clients take control of their financial futures, and I’m excited to see the team grow and learn together,” 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 company, thanks to its association with broker-dealer Raymond James. To learn more, visit the company’s website at swinvestmentgroup.com.
The Wedell Wealth Team is located at 801 Crescent Centre Dr., Suite 600, in Franklin, Tennessee and can be reached at 615-861-3510.
About Southwestern Investment Group
Southwestern Investment Group was established in 2002 as an independent practice and manages more than $4.5 billion in client assets as of November 20, 2020. The advisors at Southwestern Investment Group team up with 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 organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. Southwestern Investment Group is a member of Southwestern Family of Companies. For more information, visit swinvestmentgroup.com.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services company supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a diversified financial services company with approximately 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $831 billion as of November 19, 2020.
