Franklin, TN (August 27, 2021)—Southwestern Investment Group, an independent wealth management company with more than 40 teams across the country, is pleased to announce the promotion of Brandon Haumschilt of the Haumschilt Wealth Team to Executive Vice President.
As a CERTIFIED FINANCIAL PLANNER™ professional , Haumschilt has also earned his Series 7, Series 66, life, health, long-term care and annuity insurance licenses. He specializes in detailed tax planning, transfer wealth, and helps clients effectively save for retirement with honest and unbiased advice.
President of Southwestern Investment Group, Jeff Dobyns, attributes this recent promotion to Haumschilt’s care for and dedication to his clients. “Talented and passionate advisors like Brandon Haumschilt are the lifeline of our team at Southwestern Investment Group. His knowledge and innovative strategies have helped many of our clients take control of their financial futures with confidence, and I’m excited to see what lies ahead for him and his team,” said Dobyns.
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.
The Haumschilt Wealth Team is located at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee, and can be reached at 615-861-6125.
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 31, 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 preserve 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 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.12 trillion.* (*As of 6/30/2021. Past performance is not indicative of future results.)
