Berney Ragan, CFP®
150 3rd Avenue South
Nashville, TN37201
H. Berney Ragan, CFP®, CRPS®, REBC®, is a senior vice president with Pinnacle Asset Management and offers securities as a wealth manager with Raymond James Financial Services, member FINRA/SIPC.
Ragan has extensive experience in insurance solutions and group benefits, began his career in financial services in 1977. Before coming to Pinnacle in 2006, he was with Lincoln Financial Advisors, where he served as a managing principal. Previously he held positions at Metropolitan Federal Savings Bank and Third National Bank.
Ragan is a member of the Exchange Club of Nashville, Estate Planning Council of Nashville, Financial Planning Association and the National Association of Financial Advisors.
Raymond James is not affiliated with any organizations mentioned herein.
Education
- Bachelor’s degree, Economics, Vanderbilt University
- Graduated from the Stonier Graduate School of Banking at Rutgers University
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner*
- Certified Retirement Plan Specialist
- Registered Employee Benefit Consultant
- Investment Management Consultant**
- Chartered Financial Consultant
- Chartered Life Underwriter
- Series 6, 7, 24, 31 and 63 securities licenses
- Tennessee Life and Health Insurance license
Resources
- My personal approach to comprehensive wealth management
- Thinking of retiring? -Social Security Administration
Check the background of this investment professional on FINRA's BrokerCheck.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
**The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Check the background of these investment professionals on FINRA's Broker Check.
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 | |
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 independent of Raymond James Financial Services.
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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