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JEFFREY T. DOBYNS ACHIEVES MEMBERSHIP IN RAYMOND JAMES FINANCIAL SERVICES 2021 CHAIRMAN’S COUNCIL

Nashville, TN – Jeffrey T. Dobyns, Founder and President of Southwestern Investment Group and financial professional with Raymond James Financial Services (RJFS), was recently named a member of the 2021 RJFS Chairman’s Council. This marks the thirteenth consecutive year that Dobyns has qualified for this important recognition. Members of the RJFS Chairman’s Council represent the top 100 Financial Advisors based on personal production during the 2020 fiscal year.

“It is an absolute honor and a privilege to be recognized for the thirteenth consecutive year amongst the nation’s leading advisors,” states Dobyns. “This achievement reflects our team’s unparalleled commitment to providing the highest level of service and care to our clients.”

With two decades of experience in the financial services industry, Dobyns has been successfully providing comprehensive financial planning and institutional investment management services to select businesses and families throughout Middle Tennessee.

Dobyns’ personal team, Dobyns Wealth Team, manages more than $600 million in client assets and specializes in retirement income planning, charitable giving, and tax-efficient investing. The team of nine include 4 CERTIFIED FINANCIAL PLANNERTM professionals, 2 Chartered Financial Consultants, 1 Accredited Estate Planner, and 1 Enrolled Agent and are located at 801 Crescent Centre Dr., Suite 600, Franklin, TN 37067. For more information, visit www.dobynswealthteam.com or contact (615) 861-6102.

About Southwestern Investment Group

Southwestern Investment Group was established in 2002 as an independent practice and manages more than $4.5 billion in client assets as of November 20, 2020. The advisors at Southwestern Investment Group team up with 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 organization. Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit www.swinvestmentgroup.com.

About Raymond James Financial Services

Raymond James Financial Services, Inc., is a financial services firm supporting more than 4,300 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 8,200 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.