Asset Management Team

Carolyn Rambo

Carolyn Rambo

Carolyn Rambo
SVP, Pinnacle Asset Management

3823 Cleghorn Avenue
Nashville,TN 37215
Phone: 615.743.6040
Email

Carolyn Rambo, 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.

Education

  • Bachelor of Arts, Business Administration and German, Furman University

Licenses and Certifications

  • Series 7 and 66 securities licenses
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Retirement Planning Counselor (CRPC®)

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.

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

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value. 

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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