Investor Access

Securities and investment advisory services offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC





An Independent Firm

About Us


Jeffrey T. Dobyns, CLU, ChFC, CFP®
President, Southwestern Investment Services, Inc.
Financial Advisor, Raymond James Financial Services, Inc.
jeff.dobyns@raymondjames.com

Click here to read about me.

615-391-2902
800-526-5772
Fax: 615-391-2847


David W. Adams, CPA, CFP®
Vice President, Southwestern Investment Services, Inc.
Investment Management Consultant, RJFS
david.adams@raymondjames.com
View Website

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615-778-0262
866-258-5599
Fax: 615-778-1789


Bob C. Sircy, Jr., CPA
Financial Advisor, RJFS
Investment Management Consultant, RJFS
bob.sircy@raymondjames.com

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615-391-2530
866-485-2587
Fax: 615-778-1789


Christopher L. White
Financial Advisor, RJFS
Investment Management Consultant, RJFS
chris.white@raymondjames.com

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615-391-2925
866-403-4433
Fax: 615-391-2847


Douglas A. Ummel, CFP®
Financial Advisor, RJFS
Investment Management Consultant, RJFS
doug.ummel@raymondjames.com

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615-778-9822
877-258-3149
Fax: 615-778-1789


Jack K. Hawkins, MBA
Insurance Specialist
jack.hawkins@raymondjames.com

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615-391-2626
866-485-2591
Fax: 615-391-2847


Jason W. Poe
Financial Advisor, RJFS
jason.poe@raymondjames.com

Click here to read about me.

Phone: 214-387-4500
Toll Free: 866-758-0401
Fax: 214-387-4505


Jeremy R. George
CERTIFIED FINANCIAL PLANNER™
Financial Advisor, RJFS
Investment Management Consultant, RJFS
jeremy.george@raymondjames.com

Click here to read about me.

615-778-9863
Fax: 615-778-1789
Fax: 866-784-3369


John Nail, CFP®, CAP
Financial Advisor, RJFS
Investment Management Consultant, RJFS
john.nail@raymondjames.com

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615-391-2905
866-329-2087
Fax: 615-391-2847


Luke Aull
Financial Advisor, RJFS
Investment Management Consultant, RJFS
luke.aull@raymondjames.com

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615-391-2961
866-388-8220
Fax: 615-391-2847


Mark G. Deering, CFP®
Financial Advisor, RJFS
Investment Management Consultant, RJFS
mark.deering@raymondjames.com

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615-391-2917
866-781-5304
Fax: 615-391-2847


Michael J. Purifoy, CPA, CFP®
Financial Planner, RJFS
Investment Management Consultant, RJFS
michael.purifoy@raymondjames.com
View My Website

Click here to read about me.

615-778-3223
866-496-4313
Fax: 615-778-1789


Nick W. Thomas
Financial Advisor, RJFS
Investment Management Consultant, RJFS
nick.thomas@raymondjames.com

Click here to read about me.

214-387-4500
866-758-0401
Fax: 214-387-4505


Paul Weathers, CFP®, ChFC
Financial Advisor, RJFS
Investment Management Consultant, RJFS
paul.weathers@raymondjames.com

Click here to read about me.

615-391-2929
866-810-9297
Fax: 615-391-2847


Richard Smith
Financial Advisor, RJFS
Investment Management Consultant, RJFS
rich.smith@raymondjames.com

Click here to read about me.

615-391-2629
866-485-2283
Fax: 615-391-2847


Tyler Nace
Financial Advisor, RJFS
tyler.nace@raymondjames.com

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Bill Zizzi
Financial Advisor, RJFS
bill.zizzi@raymondjames.com

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615-391-2919
866-485-2283
Fax: 615-391-2847


Scott A. Greenwood
Financial Advisor, RJFS
scott.greenwood@raymondjames.com

Click here to read about me.

615-778-0284
866-485-2283
Fax: 615-391-2847


Benjamin Biggs
Financial Advisor
benjamin.biggs@raymondjames.com

Click here to read about me.

214-387-4500
866-485-2283
Fax: 615-391-2847


Brad Barnes
Financial Advisor, RJFS
brad.barnes@raymondjames.com

Click here to read about me.

615-391-2920
866-485-2283
Fax: 615-391-2847


Thomas Doerfler
Financial Advisor, RJFS
tommy.doerfler@raymondjames.com

Click here to read about me.

615-391-2921
866-485-2283
Fax: 615-391-2847


Jim Perry
Financial Advisor, RJFS
jim.perry@raymondjames.com

Click here to read about me.

615-391-2962
866-485-2283
Fax: 615-391-2847


Sten Morgan
Financial Advisor, RJFS
sten.morgan@raymondjames.com

Click here to read about me.

615-391-2961
866-485-2587
Fax: 615-391-2847


About Raymond James

Raymond James Financial (NYSE-RJF) is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies. Its three principal wholly owned broker/dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have more than 5,000 financial advisors serving 1.8 million accounts in 2,200 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $183 billion, of which approximately $28 billion are managed by the firm‘s asset management subsidiaries.

In June 2009, for the second consecutive year, Raymond James clinched first place among full-service brokers in the SmartMoney Annual Broker Survey, receiving top ratings for customer satisfaction and account statements and also earning the highest marks for its corporate website.

In May 2009, six Raymond James analysts ranked in the top five for their coverage industries in The Wall Street Journal's annual “Best on the Street” survey, with the firm placing 8th overall among 163 brokerage firms.

In December 2008, Raymond James was listed for the seventh time as one of "The 400 Best Big Companies in America" by Forbes.com.

In July 2008, Raymond James ranked “Highest in Investor Satisfaction with Full Service Brokerage Firms” in the J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. The results are a demonstration of the very high level of service we strive to achieve.

In March 2008, Forbes magazine listed Raymond James as the only investment services firm among the large-cap and mid-cap companies in its 2008 ranking of “America‘s Most Trustworthy Companies.” The Forbes rankings are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations.

In March 2007, BusinessWeek magazine named Raymond James as one of the top 18 companies across all industries in customer service, citing our strong “Service 1st” culture and focus.

For more information about Raymond James Financial, visit raymondjames.com.

Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James. The Wall Street Journal survey identifies the top five analysts across various industry categories, basing the awards on stock-picking skill. Calculations for the “2009 Best on the Street Analysts Survey” were performed by FactSet Research Systems Inc.

The Forbes rankings for “America‘s Most Trusted Companies,” are compiled by financial analytics company Audit Integrity after it assesses companies for the integrity of their operations. Audit Integrity, Inc. is not directly or indirectly compensated for the specific views, opinions or recommendations expressed in its research report. Neither Audit Integrity nor any other party guarantees the accuracy of the list or makes any warranties regarding its usage.

The Forbes rankings for the “400 Best Big Companies in America” are based on stringent criteria including accounting and governance ratings, revenue, positive equity, long-term earnings growth and debt-to-capital ratios.

SmartMoney does not endorse any product or service of Raymond James.

Raymond James received the highest numerical score among full service brokerage firms in the proprietary J.D. Power and Associates 2008 Full Service Investor Satisfaction StudySM. Study based on responses from 4,528 investors measuring 19 investment firms and measures opinions of investors who used full-service investment institutions. Proprietary study results are based on experiences and perceptions of consumers surveyed in April-May 2008. Your experiences may vary. Visit jdpower.com for more information about the study.

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.

© 2009 Raymond James Financial Services, Inc. member FINRA / SIPC.     Privacy Policy



Southwestern Investment Services, Inc.
An independent firm

Nashville Office
2451 Atrium Way
Nashville, TN 37214
Phone: 615-391-2982
Fax: 615-391-2847
Email Us
Map & Directions

Cool Springs Office
354 Cool Springs Blvd
Suite 102
Franklin, TN 37067
Phone: 615-778-0258
Fax: 615-778-1789
Email Us
Map & Directions

Texas Office
2591 Dallas Parkway
Suite 101
Frisco, TX 75034
Phone: 214-387-4500
Toll Free: 866-758-0401
Fax: 214-387-4505
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Map & Directions

Indiana Office
101 W. Kirkwood Ave., Ste 134
Bloomington, IN 47404
Phone: 812-323-7128
Fax: 812-323-1046
Map & Directions