Dean Shahan

Financial Planner | Southwestern Investment Group at Southwestern Investment Group - Franklin, TN, US

Dean Shahan's Colleagues at Southwestern Investment Group
Elliot Gild

Client Service Associate

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Drew McMillin

Wealth Advisor, Senior VP - CERTIFIED FINANCIAL PLANNER™, EA, AEP®

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Dean Shahan's Contact Details
HQ
N/A
Location
Nashville, Tennessee, United States
Company
Southwestern Investment Group
Dean Shahan'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 Dean Shahan
Dean Shahan currently works for Southwestern Investment Group.
Dean Shahan's role at Southwestern Investment Group is Financial Planner | Southwestern Investment Group.
Dean Shahan's email address is ***@swinvestmentgroup.com. To view Dean Shahan's full email address, please signup to ConnectPlex.
Dean Shahan works in the Financial Services industry.
Dean Shahan's colleagues at Southwestern Investment Group are Jackson Wilcox, Connor Jeffries, Carlie Lachman, Jacob Powell, Elliot Gild, Drew McMillin, Jacob Greene and others.
Dean Shahan's phone number is N/A
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