Anitra Brennan

Financial Advisor at Southwestern Investment Group - Franklin, TN, US

Anitra Brennan's Colleagues at Southwestern Investment Group
Jessica Fletcher

Financial Planning Executive

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Zakary Grue

Financial Consultant

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Todd Healy

Chief Operations Officer

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Bob CPA

Executive Vice President, SWIG and Investment Management Consultant, RJFS

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Luke CFP(R)

Senior Executive Vice President

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Anitra Brennan's Contact Details
HQ
N/A
Location
Frisco, Texas
Company
Southwestern Investment Group
Anitra Brennan's Company Details
Southwestern Investment Group logo, Southwestern Investment Group contact details

Southwestern Investment Group

Franklin, TN, US • 100 - 249 Employees
Financial Services

Southwestern Investment Group is a firm of more than 130 employees dedicated to improving our clients' lives through comprehensive financial planning. We currently have eleven offices across the country: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Columbia, TN | Frisco/Dallas, TX | San Antonio, TX | Omaha, NE | Lincoln, NE | Birmingham, AL | Clarinda, IASince 2002, our purpose has remained the same: to educate and guide our clients to reach their highest financial goals. We listen to our clients to understand their lives, creating sensible, holistic financial plans that put their best interests first. Everything we do for our clients is based on a foundation of nine core values.Core Values:1. Always put our clients' best interests first.2. Be honest.3. Teach instead of sell.4. Earn trust, don't expect it.5. Don't let emotions cloud judgment.6. Make time for community.7. Develop students and learners.8. Never accept shortcuts.9. Communicate with clarity and purpose.Southwestern Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

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Frequently Asked Questions about Anitra Brennan
Anitra Brennan currently works for Southwestern Investment Group.
Anitra Brennan's role at Southwestern Investment Group is Financial Advisor.
Anitra Brennan's email address is ***@swinvestmentgroup.com. To view Anitra Brennan's full email address, please signup to ConnectPlex.
Anitra Brennan works in the Financial Services industry.
Anitra Brennan's colleagues at Southwestern Investment Group are Jessica Fletcher, Zakary Grue, Anitra Brennan, Lyndsey Malek, Todd Healy, Bob CPA, Luke CFP(R) and others.
Anitra Brennan's phone number is N/A
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