News Topic: Southwestern Investment Group
News: Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes' list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead - or are viewed as potential leaders of - their teams.
News: Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
News: Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean's 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean's 2020 and 2021 lists.
News: Southwestern Investment Group Names Brandon Kew as Vice President
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group, an independent wealth management company, is pleased to announce the promotion of Brandon Kew of the Kew Wealth Team to Vice President. His promotion to Vice President of Southwestern Investment Group is a testament to his strong work ethic, as he is always seeking to provide enhanced value to his clients.
News: Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors
Mortgage and Finance News: (FRANKLIN, Tenn.) Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.
News: Southwestern Investment Group Celebrates 20th Anniversary
Mortgage and Finance News: (FRANKLIN, Tenn.) Southwestern Investment Group (SWIG), an independent wealth management company and one of the nation's fastest-growing Registered Investment Advisers, today announced the 20th anniversary of its founding.