Jillian Fenech

Jillian Fenech

Jillian Fenech
Knoxville Practice Manager, Pinnacle Asset Management | Financial Advisor, RJFS


1111 Northshore Dr.
Knoxville, TN37919
Phone: 865.766.3023
Fax: 865.766.3123
Email

Jillian Fenech is a CERTIFIED FINANCIAL PLANNER™ passionate about helping families and business owners develop and implement effective financial strategies to align their finances with the goals they have for the lives, families, and communities.

Jillian entered the financial industry in 2003 with another regional investment firm in Knoxville and earned her MBA in 2007. In 2009, she accepted the invitation to join Pinnacle Asset Management. Since 2010, Jeff Francis, Robert DeNovo and Jillian have partnered and built their successful wealth management team with a strong belief in the value of financial planning and evidence-based investing.

Jillian is a Tennessee native and University of Tennessee alumni. She remains active in the community personally and professionally with various organizations. She served on the board of the Financial Planning Association of East Tennessee for five years including as President for two years.

Jillian and her husband, Jason, enjoy traveling, hiking, reading, sports, being active in their church, attending plays and most of all spending time with their two daughters, Livi and Izzy, as well as their niece and nephew nearby.

Raymond James is not affiliated with any organizations mentioned herein.

Education

  • Bachelor of Sciences, Business, The University of Tennessee - Knoxville
  • Master’s of Business Administration, The University of Tennessee - Knoxville

Licenses and Certifications

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7 and 63 Licensed
  • Tennessee Life and Health Insurance Licensed

Check the background of this investment professional on FINRA's BrokerCheck.

Certified Financial Planner Board of Standards Inc. owns the certification marksCFP®, 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.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value.

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 independent of Raymond James Financial Services.

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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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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