SOUTHWESTERN INVESTMENT EXCEEDS OVER 4 BILLION IN MANAGED ASSETS

February 7, 2020

FRANKLIN, Tennessee—Following 17 years of sustainable growth, Southwestern Investment Group now manages over four billion dollars in managed assets for its clients. This milestone comes just seven years after achieving a one-billion-dollar milestone at the firm’s 10th anniversary. Southwestern supports its commitment to excellence with strong core values and a genuine dedication to improving clients’ lives.

President Jeff Dobyns attributes this remarkable growth to advisor teams’ “hard work, attention to detail, dedication to clients, and financial planning expertise.” Dobyns leads his teams with a focus on helping clients reach their highest financial, personal, and professional goals. “The lives of our team members, families, and clients have all been improved because we all work together. Everyone ensures that we maintain a high level of service and expertise and that we all remain focused and humble,” Dobyns said. Southwestern is striving for another fantastic year of client-focused work and future milestones.

The Southwestern Investment Group family of advisors works together to create a sensible strategy for clients designed to plan, build, and preserve money. Backed by its broker-dealer, Raymond James Financial Services, Inc., Southwestern Investment Group has the support of a large company, while offering clients the intimate service of a small firm. Each of its teams and advisors works toward a central goal: to create a holistic financial plan that works for clients. Southwestern Investment Group is headquartered at 801 Crescent Centre Dr., Suite 600 in Franklin, Tennessee.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring

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.