Nashville, TN 37215
Cara Laiolo serves as a sales assistant with Pinnacle Asset Management and a registered sales assistant with Raymond James Financial Services, Inc., member FINRA/SIPC.
Cara has day-to-day involvement in the maintenance on accounts, including retail accounts, IRAs and 529 college savings plans. Her responsibilities include performing sensitive account maintenance tasks such as rolling-over 401(k) accounts, taking required minimum distributions, placing trades and moving funds.
Cara's experience in financial services began in 2003 with SunTrust Bank and she was most recently a sales assistant with SunTrust Investment Services from 2008-2011. Cara joined Pinnacle in 2011.
- Bachelor's degree, business administration, Aquinas College
Licenses and Certifications
- Series 7,63 and 65 securities licenses
- Tennessee Life, Health and Variable insurance licenses
Check the background of this investment professional on FINRA's BrokerCheck.
- 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.