Ted Highsmith

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.