Business, Free News Articles

Modern Foot & Ankle Expands Foothold in Orlando with Two New Clinics, One New Podiatrist

ORLANDO, Fla. -- Modern Foot & Ankle adds two new offices to its growing network of high tech, patient-centric healthcare facilities. These mark the eighth and ninth locations for the multi-regional podiatric group.

The Oviedo clinic, which opened in May, is located at 1000 Executive Dr. The address for the Lake Mary office is 2500 W. Lake Mary Blvd. It opens today.

Both locations feature Modern Foot & Ankle's signature patient experience, advanced in-house diagnostic equipment, and select evening hours.

Until recently, Jacob Huffman, DPM, has been the Oviedo office's sole provider. But starting this week, a new podiatric surgeon joins the team.

Tamara Nemeroff, DPM, a highly-skilled physician who specializes in sports medicine, reconstructive foot and ankle surgery, trauma, and diabetic limb salvage, will launch the opening of the Lake Mary clinic. She will also rotate between seeing patients at the Oviedo and Casselberry offices.

"It's exciting to be a part of an organization where I can have a real impact on the community," said Dr. Nemeroff. "Ever since I was a little girl, I knew I wanted to help people live healthier, happier lives, regardless of their circumstances. Now I have a great platform to accomplish that."

Dr. Nemeroff comes to Modern Foot & Ankle from JFK Medical Center in Atlantis, Fla., where she completed her postdoctoral training. Having earned her bachelor's degree from the University of Central Florida, she says she always knew she would one day return to the city she calls her second home.

"The people of Orlando are vibrant, diverse, and progressive," said Dr. Nemeroff. "I wanted to serve the area because it has always felt like a home-away-from-home, and I have a network of people I genuinely care about here."

Central Florida's year round sunshine creates an ideal environment for physical fitness-and athletic injuries. As a former track star and current marathon-runner, Dr. Nemeroff can empathize with the overuse injuries she often treats.

"My greatest strengths are my compassion and tenacity, which coincides with the Modern Foot & Ankle ideology of big-city technology, small-town care," she said. "Backed by state-of-the-art resources, I can deliver a level of care to my patients that I wouldn't be able to match as a solo practitioner at a small practice."

Dr. Nemeroff is now accepting new patients and offering same-day appointments. Patients who would like to schedule a visit with her can book online at https://modernfootankle.com/book-appointment/ or call 1-844-MODERN9.

About Modern Foot & Ankle(r)

Through Big-City Technology. Small-Town Care.(r) Modern Foot & Ankle is reshaping the patient experience and curating a progressive model for podiatric healthcare. Our physicians provide comprehensive medical and surgical solutions for foot and ankle conditions in clinics across Central Florida. With 24/7 online booking and check-in, extended office hours, advanced on-site equipment, and cutting-edge treatment options, Modern Foot & Ankle serves patients efficiently, comfortably, and on their schedule.

For more information, visit https://modernfootankle.com/.

Related link: https://modernfootankle.com/

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Business, Free News Articles

Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach. Michael and John, along with the firm's New York-based professionals, will work with existing clients in south Florida and spearhead the firm's growth efforts in this key market.

These enhanced resources will enable KF Advisors to provide a comprehensive and bespoke range of wealth management, planning, and investment solutions, accompanied by high-touch personalized service.

"Michael will be an invaluable addition to the south Florida team," said John Pavela. "He is deeply rooted in the community and brings a wealth of experience in integrated wealth management and helping families navigate complex financial issues. His client-centric philosophy and hands-on approach align well with KF Advisors, and I look forward to working with him to expand our presence in south Florida."

Michael joins KF Advisors from Fiduciary Trust Company International, where he was responsible for business growth and relationship management for individuals, families, and philanthropic institutions, domestically and internationally. Prior to Fiduciary Trust, Michael held leadership roles in business development and relationship management with several other organizations, including Glenmede Trust, Amicorp Services, PNC Wealth Management, BNY Mellon, and US Trust. He began his financial services career at Prudential Securities. Prior to entering wealth management, Michael was in private practice as an attorney specializing in estate planning, family law, and complex commercial transactions.

"For over 30 years, KF Advisors has been providing customized wealth planning and investment management to help clients protect, preserve, and grow their wealth," said Michael Schiff. "I share KF Advisors' commitment to working closely with clients and their families to wisely and effectively manage their financial lives."

Michael earned his J.D. from the Cardozo School of Law and holds a B.A. in History with a minor in Business from the University at Albany, SUNY. He holds the Accredited Estate Planner (AEP) designation conferred by the National Association of Estate Planning Councils (NAEPC), is a Registered Trusts and Estates Practitioner (TEP), and a full member of the Society of Trusts and Estate Planning Practitioners (STEP). Michael is active in industry and community organizations, serving as President of the East Coast Estate Planning Council and Chair of STEP Gold Coast Florida. He is a founding member of the South Florida Chapter of the Exit Planning Exchange (XPX) and is on the Professional Advisors Committee of the Jewish Federation of South Palm Beach County.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.0 billion in assets. The firm offers a full array of wealth, planning, and investment management to a broad array of individuals, families, and institutions.

More information: https://www.klingenstein.com/

Related link: https://www.klingenstein.com/

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Business, Free News Articles, Insurance

EPIC Welcomes Kerry Connor – Joins as National Voluntary Benefits Practice Leader

PHILADELPHIA, Pa. -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Kerry Connor has joined EPIC to lead its National Voluntary Benefits Practice. With over 20 years of experience in the voluntary benefits space, Connor will utilize her subject matter expertise to support EPIC account teams and clients with the design, funding, and delivery of the full spectrum of voluntary benefit offerings. She will be based in the Philadelphia area.

Early in her career, Connor's aspirations focused on the voluntary benefits area. Her first step was the ownership of an enrollment firm, which served the brokerage community and companies directly in the mid and large markets. The firm was sold after 15 years to a top 100 bank. Next, her expertise in this unique space was sought out by two leading cyber security companies where she served as top national director of sales at both. Most recently, while at Genomic Life, Connor partnered closely with consultants, enrollment firms, benefits administration providers and employers across all markets on the development and delivery of new and innovative genomic benefit programs.

"Kerry brings a great balance of direct sales experience as well as working collaboratively with the brokerage community. I have no doubt that her leadership will bring incredible value to our clients either directly or through their current EPIC advisors. Workforce changes have made customization of family benefits on an individual basis an essential service," commented Craig Hasday, President, National Employee Benefits Practice.

Connor holds a B.S. in Marketing from Drexel University.

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more: https://www.epicbrokers.com/

Related link: https://www.epicbrokers.com/

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Business, Free News Articles

Tim Rowe named Vineyard Manager at Domaine Carneros

NAPA, Calif. -- As harvest kicks off in Napa this week, Domaine Carneros Winery is pleased to announce the appointment of Tim Rowe, seasoned viticultural expert with over a decade of impressive positions within the California wine industry, to the position of Vineyard Manager. Succeeding Alberto Zamora, who is retiring after a 40-year career in the wine industry, ten of which were spent transforming the vineyards at Domaine Carneros, Rowe states that his new position is a viticulturist's dream.

"With 400 acres in the Carneros AVA encompassing a diversity of clones and rootstocks, the estate vineyards are like a living laboratory," he notes. Rowe looks forward to working with the winemaking team to nuance the different clonal expressions in the wines. "The opportunity to manage six estate vineyards all within a few miles of the winery, which Alberto and the winery's dedicated team have cultivated with care and nurturing, is a labor of love and an incredible opportunity to go deep with my knowledge base."

During Zamora's tenure, he was instrumental in the acquisition of the Tula Vista (2012) and Las Amigas (2016) vineyards, and he also replanted 50% of the winery's vineyard holdings. Of retiring, he stated "I'm leaving the vineyards in a better, more sustainable place. I worked hard to achieve Napa Green, Fish Friendly Farming, and California Certified Sustainable Winegrowing certifications."

Rowe joins a team, under the leadership of CEO Remi Cohen, that is dedicated not only to sound environmental practices, but also to employee engagement and development. Of the new position, he shared that the dedicated vineyard team will allow him to nurture the career goals of the individuals who make up the crew. This aligns with the prevailing philosophy held by CEO Cohen and her management team which is to support, mentor, and cultivate from within the company. Commenting on Rowe's hire, she stated "We benefited so much from the contributions of Alberto over the past decade, and as we look ahead, Tim is the ideal fit to take us into the future, building on a superb foundation."

Prior to Domaine Carneros, Rowe, a native Kansan who graduated with an agricultural degree from the University of Missouri, worked with the vineyard management team run by Kirk Grace at the famed Stag's Leap Wine Cellars in the Napa Valley. Following that, he expanded his knowledge of California AVAs working for LVMH, focusing on the 2,000 acres of vineyards for the Domaine Chandon and Newton brands. Next, joining the innovative Monarch Tractor team as its tenth employee working to introduce the world's first electric self-driving tractor brought Rowe into the future of farming.

His well-rounded experience dovetails with the forward-thinking mentality of the team at Domaine Carneros. Of joining the team, he stated "I was always impressed by the iconic nature of this winery, and its reputation for producing among the best domestic sparkling wines preceded it. I look forward to taking the vineyards to the next level in quality and best practices."

ABOUT DOMAINE CARNEROS:

Founded in 1987, Domaine Carneros reflects the hallmark of its founder, Champagne Taittinger, in creating terroir-driven sparkling wine and preserving the quality tenets of the traditional method production. Located entirely within the Carneros AVA, between Napa and Sonoma counties, the six estate vineyards total approximately 400 acres with 125 acres planted to Chardonnay, 225 acres planted to Pinot Noir, with the remaining acres currently in development. The winery focuses on making ultra-premium Carneros sparkling wines and limited production Pinot Noirs.

Domaine Carneros' château has become a landmark and symbol of the region. The architecture and interior design were inspired by the 18th century Château de la Marquetterie, the historic Taittinger family residence in the Champagne region. Visitors to the chateau enjoy seated tastings of methode traditionelle sparkling wines and small-lot pinot noir in the elegant Jardin d'Hiver or on the broad terrace overlooking the rolling vineyards of Carneros. Domaine Carneros limited production wines are available onsite, via ecommerce, and are distributed nationally by Kobrand Corporation which, founded in 1944, remains one of the few family-owned wine and spirits companies in the United States.

The winery places a high value on preserving the environment and has taken on a vast array of environmental efforts. The roof of the pinot noir winery adjacent to the château hosts a solar array that was the largest on any winery in the world when it was installed and continues to be expanded with a state-of-the-art microgrid launching in 2022. The most recent award, one of many from federal, state and local government; was the California Green Medal for Domaine Carneros' demonstration of "Smart Business through efficiencies, cost savings and innovation from implementing sustainable practices."

Learn more at: https://www.domainecarneros.com/

Related link: https://www.domainecarneros.com/

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Business, Free News Articles

Housing Finance Strategies Names Industry Leader Jeff Jaffee as Senior Advisor

WASHINGTON, D.C. -- Housing Finance Strategies Founder & CEO Faith Schwartz today announced she has recruited industry veteran Jeff Jaffee to join her firm as a Senior Advisor focusing on fair lending and consumer protection compliance.

In naming Jaffee to this critical role, Schwartz said, "Our clients are committed to addressing the structural issues that have caused disparities in access to housing finance over many decades. Jeff's experience in Fair Lending, Community Reinvestment Act Compliance and Special Purpose Credit Programs offer transformative opportunities for our clients seeking to build compliant programs to reach all members of a lender's community."

Jeff brings more than 30 years' experience in fair lending, consumer protection, compliance and mortgage to Housing Finance Strategies. Most recently, Jeff led Consumer Protection and Fair Lending Compliance at Freddie Mac.

Prior to his role at Freddie Mac, Jeff served at Bank of the West where he headed CRA and Fair Lending. Previously, Jaffee was at Saxon Mortgage where he built an early fair servicing model. And Jeff spent 27 years at Citi where he had multiple roles including head of CRA and Fair Lending.

Of the new position, Jaffee said "I am very excited to be joining Faith's team and sharing my knowledge and skills with key mortgage industry participants seeking to build access to housing finance for all communities. As regulators focus on new tools such as Special Purpose Credit Programs, there are opportunities to leverage technology and expertise to develop programs to serve new homebuyers in diverse communities across the country."

Housing Finance Strategies was established by Faith Schwartz in 2016 as a professional services and advisory firm specializing in mortgage modernization, housing policy, compliance and legislative and regulatory affairs. Schwartz serves on a number of bank and fintech boards and has a lengthy record of hosting and moderating housing industry events. Schwartz has created and delivered national housing policy conferences with #HousingDC22 registration now open with the virtual event being streamed on September 27-28, 2022.

Media may contact:

Faith Schwartz, President,

https://www.housingfinancestrategies.com/

(202) 384-5887

RELATED LINKS:

https://housingfinancestrategies.com/housingdc22/

https://www.linkedin.com/in/faithschwartz/

https://www.linkedin.com/in/jeffjaffee/

Related link: https://housingfinancestrategies.com/

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Business, Free News Articles, Insurance

EPIC Welcomes Jay Yarid – Adds to EPIC’s Employee Benefits Practice

DALLAS, Texas -- EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Jay Yarid has joined the firm as Principal within its Employee Benefits Practice.

In his new position with EPIC, Yarid will focus on business development and client management by providing employee benefits consulting and strategy, including plan design and implementation, cost analysis and helping clients fulfill long-term goals for their employees and businesses. He will be based in Dallas.

Yarid is a seasoned producer with consultant and carrier experience that includes working with Aetna, a CVS Health Company, as vice president of national accounts. Prior to this role, he served as a principal within Mercer's North America Growth Practice. Yarid has worked with clients ranging from Fortune 500 to middle market companies across a wide range of industries. His background includes expertise in health and welfare products with a focus on medical, pharmacy, international, and behavioral health in addition to other benefit solutions.

"We are thrilled to have Jay join our Texas Employee Benefits Team," commented Nancy Webster, Executive Managing Principal, Texas Employee Benefits Practice Leader. "He brings enthusiasm and energy into every opportunity while delivering strategic health and welfare solutions to his clients."

"Continuing our expansion in Texas, across the West Region and throughout all of EPIC is exciting and we are pleased to have someone with Jay's talents and expertise join our team," said JoBeth Wells, President, Texas Territory.

Yarid earned a Bachelor of Business Administration degree from Southern Methodist University, and a ThM and PhD from Dallas Theological Seminary. He currently serves on the board for the Texas Business Hall of Fame, and the Associate Board for the SMU Cox School of Business. He formerly served on the DallasHR Board, the second largest Society for Human Resource Management chapter in the U.S.

Jay Yarid

jay.yarid@epicbrokers.com

Phone: 214.395.3544

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants, a retail insurance brokerage, has more than 2,800 team members operating from more than eighty offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to clients. EPIC ranks among the top 15 retail insurance brokers in the U.S.

Learn more about EPIC at: https://www.epicbrokers.com/ .

Media Contact:

Betsy Van Alstyne | Betsy.vanalstyne@epicbrokers.com

Related link: https://www.epicbrokers.com/

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Business, Free News Articles, Taxes and Accounting

KROST Announces Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax

LOS ANGELES, Calif. -- Los Angeles-based CPA Firm, KROST CPAs and Consultants announced Paren Knadjian as Principal of M&A and Capital Markets and Brad Pauley as Principal of Tax. Knadjian has successfully completed over 200 M&A and Capital Markets transactions worth over $1 billion.

Having been at the firm since 2017, Paren's work has made a great impact on the firm. He has over 20 years of experience in mergers and acquisitions along with equity and debt financings. Paren and his team at KROST have assisted over 350 entities in procuring, managing, and obtaining forgiveness for more than half a billion dollars of PPP, EIDL, and Main Street Loans. He also acts as an outsourced CFO. Paren's talent at understanding client needs and his industry resulted in rapid professional growth at our firm.

"Paren has been instrumental at KROST, especially in developing the M&A practice at KROST into one of the most successful and respected in the industry. In addition, as the leader of the firm's technology industry niche, he has leveraged that expertise to help to make a significant impact in the growth of KROST clients. He is a talented speaker and frequently shares his knowledge through educational webinars relating to mergers and acquisitions and other aspects of capital markets," said Jason Melillo, CEO of KROST.

Brad Pauley has been with KROST since 2019 after merging in from Gaynor & Umanoff. He brings over 20 years of experience providing tax advice, projections, and compliance services to clients. His areas of expertise include high-net-worth individuals and their closely held businesses in the sports and entertainment space. Working with clients such as athletes, entertainers, professionals, and owners/operators of real estate including like-kind exchanges. Brad has been a tremendous contributor to the firm and helps his clients maintain their financial success.

"Brad spearheaded the sports and entertainment industry, working with current and former MLB, NBA, and NFL players. He handles everything from tax planning and preparation to multi-state/residence issues and has extensive real estate industry experience. Brad is truly a visionary in his industry. His attention to detail is immaculate and he is committed to providing the best client service," said Richard Umanoff, Principal.

Learn more about our new services " https://www.krostcpas.com/services

For more information about KROST, please visit https://www.krostcpas.com/

About KROST:

Established in 1939 in Pasadena, California, KROST, is a full-service Certified Public Accounting and Consulting firm serving clients across various industries. Their focus is recognizing opportunities and creating value for clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, clients depend on KROST to provide timely information, innovative solutions, and result-driven teamwork to ensure success.

Along with providing traditional services as Tax, Accounting, Assurance & Advisory, KROST provides special services including Client Accounting, Mergers & Acquisitions, Wealth Management, Tax Specialty Services and KROST Business Intelligence/Data Analytics.

Related link: https://www.krostcpas.com/

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Business, Free News Articles, Insurance

EPIC Welcomes Natalia Greene, Esq.

ARLINGTON HEIGHTS, Ill. -- EPIC Insurance Brokers and Consultants, a national insurance brokerage and employee benefits consultant, announced today that Natalia Greene, Esq., has joined the firm's Lemme division as Senior Vice President, Risk Management.

In her new role, Natalia will be responsible for risk management services and thought leadership; claims management and advocacy; as well as client service. She will be based in the Los Angeles area and will report to John Wynn, Managing Principal, Lemme, a division of EPIC.

Natalia joins Lemme from a California-based law firm where she was a litigation partner. For over 20 years she has represented national and regional firms, as well as small professional firms and sole practitioners. In her practice, Natalia concentrated on business litigation with an emphasis in accountants' liability cases, including matters involving the SEC, the PCAOB and other administrative agencies.

In addition to being a member of the State Bar of California, Natalia is a Certified Fraud Examiner (CFE) and currently is a board member of the Association of Southern California Defense Counsel (ASCDC). She has been an active professional presenter, including as a panelist for the AICPA and ASCDC, a presenter at regional accounting firm trainings, and a guest speaker at USC's Gould School of Law.

"We are thrilled for Natalia to join the Lemme division of EPIC. Her experience as a trusted advisor to sophisticated accounting firms and professionals will deliver immediate and direct value to our clients. Her commitment to client service and professional counsel aligns perfectly with our historic practices," said Wynn.

Learn more about Lemme, a division of EPIC, at: https://lemme.com/

About EPIC Insurance Brokers & Consultants:

EPIC Insurance Brokers & Consultants has more than 2,800 team members operating from more than 80 offices across the U.S., providing Property and Casualty, Employee Benefits, Specialty Programs, and Private Client solutions to EPIC clients. For more information on EPIC, visit: https://www.epicbrokers.com/.

Related link: https://www.epicbrokers.com/

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Business, Free News Articles

Bill Gorab Takes Over Local Edward Jones Branch Office in Colorado Springs

COLORADO SPRINGS, Colo. -- Financial Advisor Bill Gorab has been named to take over the local Edward Jones office located at 1230 Tenderfoot Hill Rd, Ste 350, Colorado Springs, CO 80906, the firm announced today. Gorab assumes the position of financial advisor from Doug Dirksen.

Bill has said he is enthusiastic about taking over the branch office. "I joined this firm because I was impressed with its commitment to individual investors. Now I'm looking forward to meeting with the individuals here to help them meet their financial goals utilizing my 25 years of financial services industry experience."

Jessica Marcisz, who has served as branch office administrator since 2017, says, "I am very excited about working with Bill and Kas. Together we will provide investors with unparalleled personal service."

Branch Office Administrator Kas Bowser remains in the branch office and will continue to help serve the Colorado Springs community.

Bill and his team can be reached at 719−576−9657.

You may also visit their website at: https://www.edwardjones.com/bill-gorab

ABOUT EDWARD JONES:
Edward Jones, a FORTUNE 500 firm, provides financial services in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care. Edward Jones' purpose is to partner for a positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's 50,000 associates and our branch presence in 68 percent of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is https://www.edwardjones.com/ and its recruiting website is careers.edwardjones.com. Member SIPC.

Related link: https://www.edwardjones.com/

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Business, Free News Articles

Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer

FRANKLIN, Tenn. -- Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined 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're delighted to have Gary join us during this pivotal time of growth for the firm," said Jeff Dobyns, President of Southwestern Investment Group. "Gary's professionalism, deep insight, and track record of success speaks for itself. We're excited to have him on board to help us continue our mission and to help steer and execute our strategic vision."

"Gary is an innovative, experienced, and professional operations executive who brings a wealth of experience to this critical role," said Matt Brinker, Manager Partner with Merchant Investment Management, a minority investor in Southwestern Investment Group. "His clear vision and deep understanding of the industry is well suited to the firm, and we're very excited to have him on board."

Previously, Gary was a founder and Chief Operating Officer of Avalon Advisors, a Houston-based RIA founded in 2001, where he oversaw its growth in AUM from $450 million 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 couldn't be more honored to join such an esteemed organization as Southwestern Investment Group, said Bonner. "Jeff and his leadership team have done an outstanding job growing the firm and keeping a laser focus on delivering exceptional client service. The firm's commitment to its people, clients, business partners, and the broader 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 to industry-related articles and serving as a panelist at industry conferences. He has also served in voluntary leadership roles with two Houston-based charities focused on children. Gary received his BA in Economics with a minor in Finance from Texas A&M University.

Southwestern Investment Group is a family of advisors that takes an integrated approach to wealth management and believes in a purpose bigger than itself. 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 Southwestern 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. The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of Raymond James Financial, which allows them to have the support of a large company while offering the personalized services of a smaller organization. Southwestern Investment Group uses sensible, 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 supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/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 throughout 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 adviser. 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.

Related link: https://www.swinvestmentgroup.com/

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