I remember when as a young boy I first noticed a real estate sign in my neighborhood. I hopped off my bike and grabbed one of the flyers. As I glanced at the price ($300,000), I was perplexed that anyone would have that much money. I turned toward home to ask my mom and dad that question.
Seeing my interest, my dad made an appointment for us to meet with our financial advisor. I listened intently as my parents talked with him about money and about our financial plan for the future. A desire to learn more about finances began and I knew it was going to be a part of my future.
I grew up in Tuscaloosa, Alabama, am the youngest of five children and a
graduate from the University of Alabama. My father was a pastor and also a licensed professional counselor. As I was growing up, he taught me the value of strong relationships.
That is why, as a financial advisor, I consider that building a trust relationship with my client is a top priority for me.
I have been working with individuals and families in Birmingham for about 11 years. I met my amazing wife Hannah at a Christian camp, JH Ranch, in 2009 and we married in 2013. Hannah is a graduate from Auburn University Nursing School.
We enjoy fly fishing, hiking, gardening, running, cooking, and traveling. Even though it looks different with children Levi (6), Teddy (4), and Eleanor (1), we still love to go and make memories.
I am thankful to give you a little snippet of my life and I look forward to getting to know you! I feel confident we are able serve clients well at Southwestern Investment Group.
Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.
|Firm Start Year:||2002|
|Name of Broker/Dealer:||Raymond James|
|Name of Custodial Firm:||Raymond James|
|Number of Years with Current Firm:||5|
|Can meet clients in the following ways:||Your Office, Via Email, Via Phone, Our Office, Our Offices, Video Conference|
|Firm's Number of Clients:||12000|
|Firm's Number of Planning Clients:||10500|
|Assets Managed by Firm:||5.5B|
Compensation and Fees
|© 2019 Southwestern Investment Group. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not registered to offer securities and advisory services in all states.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Registered Investment Advisor:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Sat.||9:00 AM - 6:00 PM|
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
13 Years of ExperienceView Profile