Franklin, TN (August 26, 2021)—Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of John Nail of the Nail Wealth Team to Senior Executive Vice President.
As a graduate of West Point, with a degree in Economics, Nail is a CERTIFIED FINANCIAL PLANNER™ professional who has earned many advanced designations throughout his career including; Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Advisor for Philanthropy (planned/charitable giving). He has also earned his Series 7, Series 66, and Life and Annuity Insurance Licenses. Nail’s promotion to Senior Executive Vice President marks yet another milestone achievement in his career.
“John Nail excels at serving his clients and sets a high standard for genuine care and excellent service,” said Southwestern Investment Group President Jeff Dobyns. “John’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 overall success,” Dobyns added.
Nail is registered with Raymond James Financial Services, Inc. and focuses on helping clients through comprehensive financial planning, with a speciality in fee-based processional money management and tax planning strategies.
“I’m so grateful for this promotion, and it just compels me to work even harder for our clients. I look forward to continuing to help clients navigate their financial paths to achieve their hopes for the future,” said John Nail.
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 Nail Wealth Team is located at 801 Crescent Centre Drive, Suite 600 in Franklin, Tennessee and can be reached at 615-861-6116.
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.
