San Antonio, Texas—Southwestern Investment Group, an independent wealth management company, is expanding into the San Antonio, Texas market with two talented financial advisors, Jeff Whaling and Manny Gonzalez, leading the Whaling Wealth Team and the Gonzalez Wealth Team. Both teams look forward to serving clients in and around the San Antonio area, and the new location marks the tenth Southwestern Investment Group office in the country.
Manny Gonzalez has been serving the financial needs of clients in the Frisco, Texas area, offering full-service investment and financial planning. His specialty is providing prudent, conservative, confidential, and comprehensive investment advice to his clients—to help them effectively and efficiently save for retirement, employ tax planning strategies and transfer their wealth. While working alongside Jeff Whaling to bring Southwestern Investment Group to the San Antonio market, Gonzalez was affirmed of the need to expand his own team to the area, which happens to be his hometown.
The Whaling Wealth Team is focused on providing clients with a complete and comprehensive view of their finances—made possible by partnerships with estate planning attorneys, and CPAs, as well as life insurance, disability, and long-term care providers. Jeff Whaling is a Texas native. He holds an MBA in Finance, as well as a 28-year background in business development and sales. His primary focus is providing straightforward, trusted advisory services to every client, regardless of their investment experience.
“We are excited to have the opportunity to help clients in the San Antonio area to realize their financial dreams. For anyone who feels they need more direction in their financial lives, please know that our office is open to you,” says Whaling.
Gonzalez, also a Vice President at Southwestern Investment Group, holds a degree in finance from Texas State University and has a background in management and business development. “Jeff and I are proud to represent Southwestern Investment Group here in Texas. Our focus on comprehensive planning has helped countless clients achieve financial success. We are happy to be able to share that,” says Gonzalez.
Southwestern Investment Group President, Jeff Dobyns, looks forward to this office’s success in the San Antonio market. “I love to see our company continually expanding to include so many incredible financial advisors. I anticipate great things from this office,” Dobyns adds.
Since 2002, Southwestern Investment Group’s family of advisors has been committed to providing clients with comprehensive financial planning that aligns with their personal and professional goals. Through their relationship with Raymond James Financial Services, Southwestern offers clients the service of a small firm with the options of a large-scale company. To learn more about the Whaling Wealth Team or the Gonzalez Wealth Team, visit swinvestmentgroup.com or the office located at 14855 Blanco Road, Suite 203, San Antonio, Texas.
About Southwestern Investment Group
Southwestern Investment Group was established in 2002 as an independent firm and manages more than $4 billion in client assets, as of 2/21/20. 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 services to enhance and protect your wealth. Southwestern Investment Group is a member of Southwestern Family of Companies. 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 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $774 billion, as of 3/31/20.
