Nashville, TN 37215
Carolyn Yates, CFP®, CRPC®, serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
Carolyn provides a wide range of services to her clients, having a long term relationship with many of them. She has a special interest in helping individuals organize their finances through strategic planning.
Her career in financial services began in 1996 at Legg Mason Wood Walker, where she worked as a Sales Assistant. Following Legg Mason, she served as a financial advisor for Merrill Lynch. Carolyn joined Pinnacle Financial Partners in 2009.
Carolyn serves on the boards of the Boy Scouts of Middle Tennessee as an Assistant Treasurer, Women in Numbers as Treasurer, National Association of Women Business Owners as Treasurer, and Past President of Women Engaging in Business. She is a member of the Executive Women’s Golf Association, Tennessee Firearms Association, National Rifle Association, and CABLE Nashville.
- Bachelor of Arts, Business Administration and German, Furman University
Licenses and Certifications
- Series 7 and 66 securities licenses
- Certified Financial Planner (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Not deposits
- Not insured by the FDIC or any other government agency
- Not guaranteed by Pinnacle Bank
- Subject to risk, may lose value.
Pinnacle Asset Management, Pinnacle Bank and Pinnacle Financial Partners are independent of Raymond James Financial Services Inc., an independent broker/dealer, Member FINRA/SIPC.
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.