Asset Management Team

Judy Alexander

Judy Alexander

Judy Alexander

7040 Carothers Pkwy.
Franklin,TN 37067
Phone: 615.744.3754

Judy Alexander, CFP®,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.

Judy places priority on developing long-term relationships with her clients and providing them with a full range of financial services.  She has special expertise in retirement planning, investing for income and risk management.

A veteran of the financial services industry, Judy started as a field trainer with American Express Financial in 1983. She has been a financial advisor with Raymond James since 1987 and joined the Pinnacle team in 2003.

Judy is a member of the Cool Springs Chamber of Commerce and the national Financial Planning Association. She also offers pro bono programs through the Financial Planning Association of Middle Tennessee.


  • Bachelor’s degree, Accounting and Finance, Franklin University

Licenses and Certifications

  • Series 7, 8 and 63 securities licenses
  • Tennessee Registered Investment Advisor Representative

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. 

Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management 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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