Franklin, Tenn. (April 26, 2021)—Southwestern Investment Group, an independent wealth management company with more than 40 teams across the country, is pleased to announce the promotion of Mark Deering of the Deering Wealth Team to Senior Executive Vice President. Previously Executive Vice President, Deering has reached a significant milestone in his advising career based on the client assets he and his team manage. In addition to his new role, Deering also serves as the company’s National Sales Director.
Deering is a CERTIFIED FINANCIAL PLANNER™ professional who oversees all training and mentoring for advisors of Southwestern Investment Group and serves as the Deering Wealth Team’s lead financial advisor. A graduate of Wheaton College, Deering has dedicated his career to providing his clients with custom and comprehensive financial plans aimed at helping them achieve financial freedom and leave behind a legacy.
“Mark Deering exemplifies a true passion for service, both professionally and personally, and this is the heartbeat of our mission at Southwestern Investment Group,” said Jeff Dobyns, President of Southwestern Investment Group. “The experience and knowledge he brings to our company combined with his genuine care for and ongoing dedication to his clients has helped many turn their financial visions into reality. I’m excited to see what lies ahead for Mark, his team, and their clients.”
Deering has been a member of the Raymond James Leaders Council** consecutively since 2015, and was named to Forbes’ list of Best-In-State Wealth Advisors in 2018, 2019, 2020, and 2021*. This promotion is a landmark step in Deering’s career, recognizing his consistent success in providing guidance to clients navigating retirement, helping business owners protect and grow their companies, and high-level executives investing in their futures and legacies. Deering will continue to provide his clients with the same exceptional customer service they know and appreciate.
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 Deering Wealth Team is located at 801 Crescent Centre Dr., Suite 600, Franklin, TN 37067 and can be reached at 615-861-6101.
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.)
