FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management firm, is pleased to announce that Jesse Scroggins, executive vice president and head of the Jesse Scroggins Wealth team, has been named to Forbes’ list of best wealth advisors of the next generation. The list recognizes a select group of individuals who are 40 years of age or younger, have at least four years of industry experience and lead their teams or are considered potential leaders.
CAPTION: Jesse Scroggins of Southwestern Investment Group.
Jesse specializes in financial planning and holds the designation Accredited Asset Management Specialist (AAMS®), holds his Series 7 and 66 licenses and is an independent Registered Agent with Raymond James Financial Services, Inc., a member of FINRA/SIPC. Based in Homewood, AL, the Jesse Scroggins Wealth team takes a highly personal approach to serving their clients, offering convenience and simplicity so clients can focus on what’s important to them.
“On behalf of the company, I would like to congratulate Jesse on this important achievement,” said Jeff Dobyns, President of Southwestern Investment Group. “He makes an invaluable contribution to our team and we couldn’t be prouder of his work and the leadership he continues to demonstrate. Jesse is the true embodiment of our company values and our approach to serving customers.”
Developed by Forbes partner SHOOK Research, the ranking is based on an algorithm of qualitative and quantitative data that weighs factors such as revenue trends, assets under management, compliance records, industry experience and best practices from telephone and in-person interviews.
Since its beginnings in 2002, the Southwestern Investment Group family of advisors have come together to offer clients a personal and intimate service while offering the products of a large organization, thanks to their…