We’re performing scheduled maintenance this Sunday, March 26, from 12 a.m. CT / 1 a.m. ET until 9 a.m. CT / 10 a.m. ET. During this window, real-time balances will be unavailable in Pinnacle Online Banking, Mobile Banking, Pinnacle Anytime and at ATMs. Internal and Zelle transfers will also be unavailable. We apologize for the inconvenience and thank you for your patience.
Ted Highsmith
Financial Consultant, RJFS | Senior Vice President, Pinnacle Asset Management
1213 W Morehead Street
Charlotte, NC28208
Phone: 980.666.4426
Fax: 980.666.4406
Email
Ted Highsmith is a senior vice president of Pinnacle Asset Management and a financial consultant with Raymond James Financial Services, Inc., member FINRA/SIPC. He is part of the Charlotte Asset Management team and is based at its Refinery office at 1213 W. Morehead Street.
Highsmith joined Pinnacle in 2020 bringing 20 years of industry experience to his role. Previously he was with Carolinas Investment Consulting LLC in Charlotte, where he managed and served client relationships on all aspects of comprehensive wealth and financial planning needs. Other roles included serving as a financial advisor for Bank of America/Banc of America Investments, Inc. in the Charlotte and Washington, D.C. regions.
Highsmith has served on the International Board of Governors and is a past Charlotte Chamber Ambassador and United Way Account Executive. He is an active member of Myers Park Presbyterian Church where he serves on their Finance Committee. Outside of the office, he enjoys spending time with his three children, playing golf, tennis, coaching various youth sports, and traveling between the mountains and the coast.
Raymond James is not affiliated with any organizations mentioned herein
Education
- Bachelor’s degree, business management, North Carolina State University
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ designation
- Series 7, 63 and 65 securities licenses
- Life and Health Insurance license
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.
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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