Stanley Smith
300 N. Main Street
High Point, NC27260
Stan Smith is a senior vice president for Pinnacle Asset Management and a private wealth advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
With many years of experience in financial services, Smith holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant and Chartered Life Underwriter designations. He was program manager of investment services prior to Pinnacle’s acquisition of BNC Bancorp in 2017 and previously held financial advisor roles for several investment and insurance firms.
Smith is also a former teacher and coach and played Class A professional baseball with the Kinston Eagles and the Winston-Salem Red Sox, part of the Boston Red Sox organization.
He is a native of Kernersville, NC.
Education
- Bachelor’s degree, Guilford College
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant
- Chartered Life Underwriter
Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
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.
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