Cole Ellett, CFP®, AWMA®
847 Conference Drive
Goodlettsville, TN37072
Cole Ellett is an investment executive for Raymond James Financial Services, Inc., member FINRA/SIPC. He is based at Pinnacle’s Goodlettsville office.
Ellett, with more than a decade of financial services experience, has an extensive background of delivering distinctive service and effective advice to his clients. He came to Pinnacle from UBS Financial Services, Inc., where he was a financial advisor. Prior roles included serving as a sales/reinsurance coordinator for Health Cost Solutions, a commercial lines underwriter for Liberty Mutual Insurance and a financial representative for Northwestern Mutual Financial Network.
Education
- Bachelor's degree, risk management and insurance, University of Mississippi
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
- Series 7 and 66 securities licenses
- Life, accident, health and variable insurance licenses
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™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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