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SOUTHWESTERN INVESTMENT GROUP NAMES MICHAEL PURIFOY AS SENIOR EXECUTIVE VICE PRESIDENT

Brentwood, Tenn. (May 25, 2021)—Southwestern Investment Group, an independent financial planning organization, is pleased to announce that Michael Purifoy has been named Senior Executive Vice President, effective immediately.

Purifoy is a CERTIFIED FINANCIAL PLANNER™ professional, a participant of the Dave Ramsey SmartVestor* referral service program, and the lead financial advisor for the Purifoy Wealth Team. He works directly with clients, helping them plan their financial futures in a manner that aligns with their values and provides them with financial confidence. 

“Time and time again, you see Michael providing incredible comprehensive planning advice that makes such an impact on his clients’ lives,” said Southwestern Investment Group President Jeff Dobyns. “Not only does Michael excel at serving his clients, but he’s also a dedicated leader to his team and sets a high standard for genuine care and exceptional service,” Dobyns added.

Purifoy says his success is due in large part to the excellent work and dedication of the entire Purifoy Wealth Team.

“I’m thrilled to be able to do what I love every day alongside such an amazing team. We want to be the go-to when it comes to our clients’ financial lives,” Purifoy said. “Our goal is to understand our clients’ hopes and dreams for the future and help them get there through our comprehensive approach. I look forward to helping more people integrate both the head and the heart when it comes to wealth management,” he added.

Originally from Knoxville, Purifoy attended one of the nation’s top public accounting programs and holds both a master’s degree in accounting and a degree in business administration from the University of Tennessee. 

Since joining Southwestern Investment Group in 2006, Purifoy has been named a member of the firm’s Executive Leadership Board. He’s also been recognized as a member of Raymond James Financial Services “Executive Council” from 2012 to 2018 and “Leaders Council” in 2019. The title of Senior Executive Vice President is the highest level an advisor can reach within the company, so this news marks a milestone achievement in Purifoy’s career. 

The Purifoy Wealth Team is always looking for talented people to join their team! To learn about career opportunities or to contact the team with financial inquiries, call 615-432-4431. The office is located at 12 Cadillac Dr., Suite 100, Brentwood, TN 37027.

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.)

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring 

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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.