Melissa Evans

Registered Representative | Para Planner at Southwestern Investment Group - Franklin, TN, US

Melissa Evans's Colleagues at Southwestern Investment Group
Mark Deering

Executive Vice President, SWIG

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Sarah Esposito

Marketing & Business Development Associate

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Will Scroggins

Vice Pesident, Wealth Advisor

Contact Will Scroggins

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Melissa Evans's Contact Details
HQ
N/A
Location
Nashville Metropolitan Area
Company
Southwestern Investment Group
Melissa Evans'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

financial planning retirement planning financial services saving for college estate planning comprehensive financial planning
Details about Southwestern Investment Group
Frequently Asked Questions about Melissa Evans
Melissa Evans currently works for Southwestern Investment Group.
Melissa Evans's role at Southwestern Investment Group is Registered Representative | Para Planner.
Melissa Evans's email address is ***@swinvestmentgroup.com. To view Melissa Evans's full email address, please signup to ConnectPlex.
Melissa Evans works in the Financial Services industry.
Melissa Evans's colleagues at Southwestern Investment Group are Mark Deering, Hannah Patterson, Sarah Esposito, Jesse Scroggins, Will Scroggins, Evan Porter, Will Akins and others.
Melissa Evans's phone number is N/A
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