Asset Management Team

Rhett Fordham

Rhett Fordham

Rhett Fordham
1717 Mallory Lane
Brentwood, TN 37027
Phone: 615.743.8328
Email

Benjamin “Rhett” Fordham 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.

Rhett helps his retail clients understand the differences between investment types—whether a 401(k), CD, managed stock fund or equity account or a 529 plan—and put together an appropriate plan to meet their needs. From asset allocation funds to structured notes, he teaches his clients about all suitable investment options and how to reach their investment goals. Once the plans are in place, he monitors and reviews their progress and takes into account market trends to help maximize growth and potential return.

Rhett began his financial services career in 2002 as a licensed sales assistant for SunTrust Investment Services. He also has served as regional sales director for Riversource Annuities and as an investment advisor at Fifth Third Securities. Rhett joined the Pinnacle team in 2013.

When he is not watching the market, meeting with clients or studying updates on an array of different investments, Rhett is likely at home chasing his young triplets.

Education

  • Bachelor’s degree, Business Management, Lipscomb University

Licenses and Certifications

  • Series 6, 7, 63 and 65 securities licenses
  • Tennessee Life and Health Insurance license

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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