FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) – Southwestern Investment Group, an independent investment firm, today announced Gary Bonner to the company as CEO. As a professional and serial engineer, Gary brings over 30 years of experience growing businesses and leading cross-functional teams.
“We are thrilled that Gary is joining us at this critical time of growth for the firm,” said Jeff Dobyns, President of Southwestern Investment Group. “Gary’s career, in -depth knowledge, and the history of the industry speaks for itself. We are thrilled to have him on board to help us continue our mission and help navigate and fulfill our design expertise.
“Gary is an innovative, knowledgeable, and business leader who brings a wealth of knowledge to this important role,” said Matt Brinker, Director with Merchant Investment Management, a small investor at Southwestern Investment Group. . “His clear knowledge and in -depth knowledge of the industry is invaluable, and we are thrilled to have him on board.”
Previously, Gary was the founder and CEO of Avalon Advisors, a Houston -based RIA founded in 2001, where he managed its growth at AUM from $ 450 million with 10 employees to $ 9 billion at AUM and 72 employees serving 550 customer families. While at Avalon, he is responsible for global technology, cybersecurity, operations, and navigation and has extensive experience in implementation and funding.
“I can’t be honored to be associated with a prestigious company like Southwestern Investment Group,” Bonner said. “Jeff and his leadership team have done a great job of growing the firm and maintaining the focus. Laser cutting in customer service delivery. The performance of a business to its people, customers, colleagues, and the wider community is embedded in the culture and is what sets the business apart.
Gary is a board member and committee member in the RIA community, providing articles on business and service as a panelist at business conferences. She has also served volunteer leadership roles with two children -based charity projects. Gary earned his BA in Economics with a minor in Economics from Texas A&M University.
Southwestern Investment Group is a family of advisors who take a holistic approach to the economy and believe in a cause that is bigger than it is. The core values of the company are further proof that success can be achieved by fostering a culture of respect. For more information about Southwestern Investment Group, visit swinvestmentgroup.com or call 615-861-6100.
About Southwestern Investment Group:
On 3/31/2022, Southwestern Investment Group was founded in 2002 as an independent company and managed more than $ 5.8 billion in consumer assets. Advisors at Southwestern Investment Group are agents who are registered with Raymond James Financial Services, a full -fledged subsidiary of Raymond James Financial, so that they can have the support of a large company while providing services. privacy of a small group. Southwestern Investment Group uses holistic financial planning and services to improve and help manage your assets. For more information, visit https://www.swinvestmentgroup.com/.
About Raymond James Financial Services:
From 3/31/2022. Raymond James Financial Services, Inc. is a financial services organization that supports independent financial advice across the country. Since 1974, Raymond James Financial Services Inc., a FINRA/SIPC member, has provided investment and investment -related services through its company, Raymond James & Associates, Inc., a member. or New York Stock Exchange/SIPC. Investors and brokers are permanent members of Raymond James Financial, Inc. (NYSE-RJF), a private financial services company with over 8,500 financial advisors across the United States, Canada, and other countries. Total consumer value was $ 1.26 trillion. More information is available at raymondjames.com.
Securities provided through Raymond James Financial Services, Inc., a FINRA / SIPC member. Financial advisory services are provided by Southwestern Investment Advisory Services, Inc., an independent investment consulting firm. Southwestern Investment Group is not a registered and independent broker of Raymond James Financial Services. Representatives cannot be registered to provide security and counseling services in all states.
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Opinion: Gary Bonner, COO, Southwestern Investment Group.
NUI NUI: Southwestern Investment Group
This publication is published in the name of the news source (Southwestern Investment Group) which is solely responsible for its accuracy, by Send2Press® Newswire. Expected to be accurate but not confirmed. Record ID: 83237 APDF-R8.6
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