Southwestern Investment Services, Inc.

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Securities offered through
Raymond James Financial Services, Inc.
Member FINRA/SIPC

AN INDEPENDENT FIRM

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Southwestern Investment Services, Inc. was established in 2002 and is a wholly owned subsidiary of The Southwestern Company. The Southwestern Company was established in Nashville in 1868 and is one of the largest and oldest corporations in Tennessee. Southwestern Investment Services, Inc., is an independent firm. We offer conservative and comprehensive retirement planning through Raymond James Financial Services, Inc.

Back Row Left to Right: Bob C. Sircy, John Nail, Nicholas Thomas, Jeffrey T. Dobyns, Mark Deering, Paul Weathers, Luke, Aull
Front Row Left to Right: Jeremy R. George, Jason Poe, David Adams, Dave Ramsey, Michael Purifoy, Richard Smith, Christopher White, Danny A. Jeffries

Your Rights as a Client:

Courteous Service
A Trustworthy and Competent Financial Advisor
Suitable Recommendations
Timely Transactions at the Best Available Prices
Full Disclosure of Costs and Risks
Clear Communications
Comprehensive Statements and Trade Confirmations
Prompt Error and Complaint Resolution
Strict Confidentiality

Click here to read the Client Bill of Rights

Core Values:

Ethical and trustworthy

Treat people with dignity and respect

A high standard of knowledge, professionalism, and expertise

Heart of a teacher

Wise comprehensive financial counsel

Independent objective solutions

Passionate focus for growth and success

Core Purpose:

To improve financial lives so that you can focus on things that are most important to you - personally, professionally, and spiritually.

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
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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

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.