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:||6|
|I can meet clients in the following ways:||Via Email, Via Phone, Video Conference, Our Offices, At your office|
|Firm's Number of Clients:||12000|
|Firm's Number of Planning Clients:||10500|
|Assets Managed by Firm:||5.5B|
Compensation and Fees
|Compensation Methods:||Based on Assets, Commissions|
© 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.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Will takes a comprehensive approach in helping his clients prepare a financial plan tailored to their individual needs. Will has spent the past nine years serving as a financial advisor in the Birmingham and Nashville area before being asked to spearhead our Birmingham office. His specialty is providing sound and conservative advice on effectively saving for retirement, utilizing tax planning strategies and transferring wealth.
Will is originally from Tuscaloosa Alabama, one of five siblings, and graduated with a degree in Finance from The University of Alabama. Outside of the office Will enjoys traveling, spending time with his eighteen nieces and nephews, being outdoors and Iron Tribe.
|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|