Stanley Smith

Stanley Smith

Stanley Smith
Senior Vice President, Pinnacle Asset Management | Private Wealth Advisor, RJFS

300 N. Main Street
High Point, NC 27260
Phone: 336.881.3345
Fax: 336.881.3239
Email

Stan Smith is a senior vice president for Pinnacle Asset Management and a private wealth advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.

With many years of experience in financial services, Smith holds the CERTIFIED FINANCIAL PLANNER® certification, Chartered Financial Consultant and Chartered Life Underwriter designations, among others. He was program manager of investment services prior to Pinnacle’s acquisition of BNC Bancorp in 2017 and previously held financial advisor roles for several investment and insurance firms.

Smith is also a former teacher and coach and played Class A professional baseball with the Kinston Eagles and the Winston-Salem Red Sox, part of the Boston Red Sox organization.

He is a native of Kernersville, NC.

Education

  • Bachelor’s degree, Guilford College

Licenses and Certifications

  • CERTIFIED FINANCIAL PLANNER professional
  • Chartered Financial Consultant
  • Chartered Life Underwriter

 

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.

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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