FRANKLIN, Tennessee—Southwestern Investment Group, an independent wealth management company, is excited to announce that the participating management team and key advisors of the Southwestern Investment Group (SWIG) have entered into a definitive agreement to acquire all the outstanding equity interests of SWIG from the Southwestern Family of Companies (SWFC).

This transaction, effective November 30th, 2021, is the result of careful consideration and planning on the part of both SWIG and SWFC. The investment management industry has enjoyed tremendous growth over the past decade, developing in ways that made this transaction possible.

SWIG is comprised of more than 60 advisors managing more than $5 billion for more than 13,000 clients across the country, with offices in Tennessee, Alabama, Texas, Iowa, and Nebraska. The firm retains its current team of advisors, many of whom have been with SWIG since its founding in 2002. The transaction will complete the transition of SWIG to an independently-owned RIA, allowing it to continue its impressive growth while sustaining its dedication to a planning-based approach, objective investment management, and highly personalized service.

SWIG’s continuing CEO, Jeff Dobyns, stated, “We’re incredibly grateful for the time we’ve spent as part of the Southwestern Family of Companies. It was the foundation that allowed us to grow and thrive all these years. Though it’s time for a new phase in our journey, we will always stay true to the roots we put down as part of this family.” He went on to say, “I look forward to what lies ahead for our company. It’s exciting to see us take shape as an independently-owned RIA. We’re ready for this step.”

SWFC CEO Dustin Hillis said, “SWIG is a prime example of another successful business arising out of Southwestern’s long history. We wish them every success. SWFC will continue with our goal to serve our customers, grow our businesses, and maximize shareholder value in pursuit of our mission to positively impact the world.”

SWIG will operate under the Southwestern Investment Group name while it completes the development of its own distinct brand, which will launch in 2022.


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. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic service to help enhance and help protect your wealth. For more information, visit

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker-dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. Any opinions are those of Southwestern Investment Group and not necessarily those of Raymond James. Raymond James is not affiliated with Southwestern Family of Companies.

Gerry Macbeth 

Chief Financial Officer

Southwestern Investment Group

801 Crescent Centre Drive, Suite 600

Franklin, TN  37067



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Jeffrey T. Dobyns


President, SageSpring | Financial Advisor, RJFS 

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

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.