Scott Southerland

Scott Southerland

Scott Southerland
Financial Consultant, RJFS | Senior Vice President, Pinnacle Asset Management

300 N. Main Street
High Point, NC27260
Phone: 336.881.3238
Fax: 336.881.3239

Scott Southerland is a senior vice president for Pinnacle Asset Management and a financial consultant with Raymond James Financial Services, Inc., member FINRA/SIPC. He is part of the Winston-Salem Asset Management team serving clients in Winston-Salem and throughout the Triad.

Southerland joined Pinnacle in June 2020 after a 14-year career with BB&T Wealth in Winston-Salem, where he most recently served as a wealth advisor. Prior to BB&T, he was with Consolidated Planning as a financial advisor and Sara Lee Corporation as an internal consultant.

Southerland earned a bachelor’s degrees in economics and communications from North Carolina State University and a master’s degree in business administration from the Babcock Graduate School of Management at Wake Forest University.

He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 6, 63 and 65 securities licenses. Southerland is licensed in North Carolina life and health insurance, and Medicare supplement and long term care insurance. He is active in the community and is a former vice chair of the trustees of Home Moravian Church, now serving on its finance committee. Southerland also serves on the board of the Tommy Lambeth Foundation.

Raymond James is not affiliated with any organizations mentioned herein


  • Bachelor’s degree, economics and communications, North Carolina State University
  • Master's degree, business administration, Babcock Graduate School of Management, Wake Forest University

Licenses and Certifications

  • Series 7, 6, 63 and 65 securities licenses
  • Life and Health Insurance
  • Medicare Supplement Insurance
  • Long-term Care Insurance 


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 PLANNERTM, 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.

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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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