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Investment Services

Southwestern Investment Group was established in 2002 with the idea of helping good people enhance their lives through prudent and well-reasoned financial guidance from a team of financial professionals.

It was important to be an independent firm, so our allegiance would always be with our clients. Today, we are proud of our independence and the fact that our advisors are not obligated to sell any proprietary funds or products – only those that are in your best interest.

Our advisors have access to literally thousands of financial resources – mutual funds, stocks, bonds, certificates of deposit, money market accounts, Section 529 college savings plans, private money management firms and thousands of quality insurance products – through Raymond James, one of America’s largest independent financial firms.

We are a wholly owned subsidiary of The Southwestern Company, one of the largest and oldest corporations in Tennessee – dating back to 1868. It’s a legacy of service that we are proud to carry forward into our future – and yours.

Through Raymond James, Travis provides comprehensive financial planning. “Our specialty is providing prudent, conservative, confidential, and comprehensive investment advice to our clients – designed to help them efficiently save for retirement, implement tax planning strategies, manage risk, and transfer their wealth.”

  • Wealth Management
  • Retirement Planning
  • Tax Reduction Strategies
  • Estate Planning
  • College Planning
  • Life Insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Supplemental Coverage
  • Charitable Planning
  • Employer Sponsored Retirement Plans
  • Self-Employed Retirement Accounts
  • Stock Options
  • Pension Plans
  • 403(b)s
  • 401(k)s
  • SEP IRAs
  • Simple IRAs
  • Roth IRAs
  • Traditional IRAs
  • Profit Sharing Plans
  • Tax Deferred Annuities

To learn more about this investment professional, visit FINRA’s BrokerCheck.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC and are (1) Not deposits or obligations of the bank, (2) Not insured by bank insurance, FDIC or any other governmental agency, (3) Not guaranteed by First National Bank, (4) Subject to risk, may lose value.

tnConnect Credit Union and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment advisory services offered through Southwestern Investment Advisory Services, Inc, an independent registered investment adviser.

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.

Privacy Notice Link: https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

Travis Cullman - Wealth Advisor, RJFS

travisTravis is originally from Waco, Texas and graduated with honors with a Bachelor’s degree in Accounting from Belmont University in Nashville, TN. While working out of the company’s Nashville location, Travis saw an unfulfilled need in East Tennessee and decided to start his own branch in Knoxville in order to serve the city and the surrounding communities. Travis has received his Series 7, Series 66, and Life and Annuity Insurance Licenses. He is registered with Raymond James Financial Services, Inc. Travis’ focus is helping his clients build wealth through Comprehensive Financial Planning with a specialty in fee-based professional money management, tax reduction strategies, and exceptional customer service.

136 Concord Rd | Knoxville, TN 37934 | 865.686.5202 | travis.cullman@RaymondJames.com

Raymond James is not affiliated with and does not endorse the opinions or services of tnConnect Credit Union.