FRANKLIN, Tenn., July 7, 2022 (SEND2PRESS NEWSWIRE) — Southwestern Investment Group, an independent wealth management company, today announced that Gary Bonner is joining the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.
“We are delighted to have Gary join us during this key period of growth for the firm,” said Jeff Dobbins, president of Southwestern Investment Group. “Gary’s professionalism, insight and success speak for themselves. We are thrilled to have him on board to help us continue our mission and help guide and execute our strategic vision.”
“Gary is an innovative, experienced and professional executive who brings a wealth of experience to this critical role,” said Matt Brinker, managing partner at Merchant Investment Management, a minority investor in Southwestern Investment Group. “His clear vision and deep understanding of the industry is a great fit for the firm and we are very excited to have him on board.”
Previously, Gary was the founder and COO of Avalon Advisors, a Houston-based RIA founded in 2001, where he led its growth from $450 million in AUM with 10 employees to $9 billion in AUM and 72 employees serving 550 client families . While at Avalon, he was responsible for all technology, cybersecurity, operational and administrative areas and has extensive experience in both compliance and finance.
“I am beyond honored to join such a respected organization as Southwestern Investment Group,” said Bonner. “Jeff and his leadership team have done an outstanding job growing the firm and maintaining a laser focus on providing exceptional customer service. The firm’s commitment to its people, customers, business partners and the wider community is embedded in the culture and is what sets the firm apart.”
Gary is an active board and committee member within the RIA community, contributing industry-related articles and serving as a panelist at industry conferences. He has also served in volunteer leadership positions with two Houston-based charities focused on children. Gary received his BA in Economics with a major in Finance from Texas A&M University.
Southwestern Investment Group is a family of advisors who take an integrated approach to wealth management and believe in a purpose greater than themselves. The company’s core values serve as further proof that success can be achieved by cultivating a culture of appreciation. For more information about Southwestern Investment Group, visit swinvestmentgroup.com or call 615-861-6100.
About Southwest Investment Group:
As of 3/31/2022, Southwestern Investment Group was established in 2002 as an independent practice and manages more than $5.8 billion in client assets. Advisors at Southwestern Investment Group are registered representatives of Raymond James Financial Services, a wholly owned subsidiary of Raymond James Financial, allowing them to have the support of a large company while offering the personalized services of a smaller organization. Southwestern Investment Group uses sound, sound and conservative investment strategies and holistic services to enhance and help preserve your wealth. For more information, visit https://www.swinvestmentgroup.com/.
About Raymond James Financial Services:
As of 3/31/2022 Raymond James Financial Services, Inc. is a financial services firm that supports independent financial advisors across the country. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning services through its affiliate, Raymond James & Associates, Inc., member NYSE/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,500 financial advisors in the United States, Canada and overseas. Total client assets are $1.26 trillion. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment advisor. Southwestern Investment Group is not a registered broker-dealer and is independent of Raymond James Financial Services. Representatives may not be registered to offer securities and advisory services in all states.
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Caption: Gary Bonner, COO, Southwestern Investment Group.
NEWS SOURCE: Southwest Investment Group
This press release was issued by Send2Press® Newswire on behalf of the news source (Southwestern Investment Group), who is solely responsible for its accuracy. Information is believed to be accurate but not guaranteed. Story ID: 83237 APDF-R8.6
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