Frisco, TX (August 18, 2021)—Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brian Hart of the Hart Wealth Team to Executive Vice President.
Hart has over two decades of experience in the finance industry, and since joining Southwestern Investment Group in 2013, he’s partnered with countless clients to help them plan their financial futures and guide them toward achieving their goals.
“Brian Hart excels at serving his clients and sets a high standard for genuine care and excellent service,” said Southwestern Investment Group President Jeff Dobyns. “Brian’s passion for helping others has always been clear, and it’s a passion we share at Southwestern Investment Group, one that attributes to our success,” Dobyns added.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Hart specializes in detailed tax planning, insurance, estate planning, investment management, and much more. His goal is to identify any potential threat to a client’s long-term plan and take steps to eliminate the threat, allowing his clients to move forward with financial confidence. He offers personalized financial plans that are tailored to each client’s goals, aspirations, and needs.
Hart’s promotion to Executive Vice President marks a milestone in his career and reflects the quality of his work and successful relationships.
“Getting to do what I love every day alongside my amazing team is such a blessing. Earning every client’s trust is our top priority, and I’m honored to help clients navigate their financial paths to achieve their hopes for the future,” said Brian Hart.
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 organization, thanks to its relationship with broker-dealer Raymond James Financial Services. To learn more, visit the company’s website at swinvestmentgroup.com.
The Hart Wealth Team is located at 2601 Network Blvd., Suite 101 in Frisco, Texas, and can be reached at 972-987-1180.
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.)
