Asset Management Team
Financial Consultants
Atlanta / Northwest Georgia
Birmingham
Charleston, South Carolina
Charlotte / Southern North Carolina
Chattanooga / Southeast Tennessee
Greenville / Upstate South Carolina
High Point-Greensboro / Central North Carolina
Huntsville
Jacksonville / North Florida
Knoxville / Northeast TN
Memphis / West Tennessee
Myrtle Beach, South Carolina
Nashville / Middle Tennessee
- Barry Moody
- James Hare
- Ken Farley
- Brick Sturgeon
- James Hundley, CFP®
- Ken Ford
- Brock Kidd
- James Landers
- Lee McLellan
- Carolyn Rambo
- Jeff East, CFP®
- Lori McKellar
- Cole Ellett, CFP®, AWMA®
- Joe Comer
- Rick LaLance
- Dan Greene
- John Webb
- Rob Carlson
- David Bower
- Jon Lockmiller
- Sam Oakley
- Doug Jones, CFP®
- Joseph Martinez
- Taylor Francis, CFP®, ChFC®
- Gary Collier
- Tom Herbert, CFP®
Raleigh / Eastern North Carolina
Roanoke / Western Virginia
Winston-Salem, North Carolina
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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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