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JEFF DOBYNS NAMED TO BARRON’S TOP 1,200 FINANCIAL ADVISORS

FRANKLIN, Tennessee — Jeffrey T. Dobyns, President of Southwestern Investment Group and financial advisor with Raymond James Financial Services, was named to the Barron’s 2021 Top 1,200 Financial Advisors in Tennessee, which recognizes America’s best financial advisors, organized by state.

“It is an honor to be named one of the top advisors in the state of Tennessee. We have an exceptional team at Southwestern Investment Group, and their support and dedication are what drives us to success. Without them, none of this would be possible,” Dobyns said. “To be included among such an elite group is humbling,” he adds.

Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria, such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.*

Dobyns enjoys providing the families, retirees, entrepreneurs, entertainers, and executives he serves financial confidence by creating a proactive plan to help them achieve their deepest goals. His personal team, Dobyns Wealth Team, is widely recognized for providing comprehensive financial planning and institutional investment management services to their clients. With a focus on tax mitigation, wealth preservation, and charitable giving, their team of highly driven and experienced professionals continually strive to provide the highest level of white glove service.

The Dobyns Wealth Team is located at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee, and can be reached at 615-861-6114.

ABOUT BARRON’S

*Source: Barron’s Top 1,200 Financial Advisors, March 2021. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

ABOUT SOUTHWESTERN INVESTMENT GROUP

As of 11/20/2020. Southwestern Investment Group was established in 2002 as an independent practice and manages more than $4.5 billion in client assets. 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.

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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.