Forbes Top Next-Gen Wealth Advisors News


News items related to Forbes Top Next-Gen Wealth Advisors as issued by the Send2Press Newswire service on behalf of the noted news source.


Southwestern Investment Group’s Jesse Scroggins Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, is pleased to announce that Jesse Scroggins, Executive Vice President and head of the Jesse Scroggins Wealth Team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead – or are viewed as potential leaders of – their teams.

Southwestern Investment Group’s Lucas Swatzell Named to Forbes’ List of Top Next-Gen Wealth Advisors

FRANKLIN, Tenn., Aug. 8, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, is pleased to announce that Lucas Swatzell, Senior Vice President and head of the Swatzell Wealth team, has been named to Forbes’ list of Top Next-Gen Wealth Advisors. The list recognizes a select group of individuals who are 40 years of age or younger, have a minimum of four years of industry experience, and lead – or are viewed as potential leaders of – their teams.