August 8, 2022 (FRANKLIN, TN) — SageSpring Wealth Partners (formerly Southwestern Investment Group), an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth Team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors Best-In-State. The list recognizes a select group of individuals who are 40 years of age or younger and have a minimum of four years of industry experience.
Lucas specializes in long-term planning, has received his Series 7 and Series 66 licenses, and is an independent, registered representative with Raymond James Financial Services, Inc., Member FINRA/SIPC. The Swatzell Wealth Team, with offices in Franklin and Columbia, TN, focuses on helping its clients meet their unique goals and objectives and in building lasting relationships with them.
“On behalf of SageSpring Wealth Partners, I want to congratulate Lucas on this outstanding and well-deserved honor,” said Jeff Dobyns, President of SageSpring and Financial Advisor, RJFS. “His expertise has added significant value to our firm. Lucas has also been a tremendous role model to his team, and we are very proud of the impact he continues to make in the lives of his clients and colleagues.”
The ranking, developed by Forbes’ partner, SHOOK Research, is based on an algorithm of qualitative and quantitative data mostly gained through telephone and in-person due diligence interviews. This algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices.
Since its beginning in 2002, SageSpring Wealth Partners’ 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 sagespring.com.
About SageSpring Wealth Partners
SageSpring Wealth Partners, formally known as Southwestern Investment Group, was established in 2002 as an independent practice and manages more than 5.1 billion in client assets as of Dec 23, 2022. The advisors at SageSpring 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. SageSpring is a comprehensive planning-based financial advisory firm, and takes a holistic approach to financial advice to tailor their counsel to help you meet your personal goals and assist in building a life of wealth and long-lasting financial independence. For more information, visit www.sagespring.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 $1.16 trillion as of September of 2022.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=4bb1a1c15fc3
