Asset Management Team

Judy Alexander

Judy Alexander

Judy Alexander
7040 Carothers Pkwy.
Franklin, TN 37067
Phone: 615.744.3754
Email

Judy Alexander, CFP©,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.

Judy places priority on developing long-term relationships with her clients and providing them with a full range of financial services.  She has special expertise in retirement planning, investing for income and risk management.

A veteran of the financial services industry, Judy started as a field trainer with American Express Financial in 1983. She has been a financial advisor with Raymond James since 1987 and joined the Pinnacle team in 2003.

Judy is a member of the Cool Springs Chamber of Commerce and the national Financial Planning Association. She also offers pro bono programs through the Financial Planning Association of Middle Tennessee.

Education

  • Bachelor’s degree, Accounting and Finance, Franklin University

Licenses and Certifications

  • Certified Financial Planner (CFP©)
  • Series 7, 8 and 63 securities licenses
  • Tennessee Registered Investment Advisor Representative

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

  • 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.

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