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.”
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Southwestern Investment Advisory Services,Inc., an independent registered investment adviser. Southwestern Investment Group is not a registered broker dealer and is independent of Raymond James Financial Services. Representatives may not registered to offer securities and advisory services in all states.
Travis 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.