Frisco, TX. (June 21, 2021)—Southwestern Investment Group, an independent financial planning organization, is pleased to announce that Jason Poe has been named Executive Vice President, effective immediately.
Poe has over 20 years of experience in the finance industry and has earned his Series 7, Series 24, Series 63, Series 65, and Group I insurance license. He is a financial professional with Raymond James Financial Services and serves as lead advisor for the Jason Poe Wealth Team. Poe’s decades of experience allow him to work directly with clients, helping them plan their financial futures in a manner that aligns with their values and provides them with financial confidence.
“Not only does Jason excel at serving his clients, but he’s also a dedicated leader to his team and sets a high standard for genuine care and invaluable service,” said Southwestern Investment Group President Jeff Dobyns.
Poe specializes in comprehensive retirement planning, investment management, risk identification, and mitigation, as well as estate planning and tax analysis. The title of Executive Vice President is the highest level an advisor can reach at Southwestern Investment Group, so this news marks a milestone achievement in Poe’s career.
“I’m lucky enough to be able to do what I love alongside such a great team, and this promotion is just an honor. It’s only compelling me to work even harder and continue to help our clients forge a comprehensive path to and through retirement,” Poe said.
To contact the Jason Poe Wealth Team, call (972) 987-1630.
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.
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 protect 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.)
