Ted Highsmith

Ted Highsmith

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

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


  • Bachelor’s degree, business management, North Carolina State University

Licenses and Certifications

  • 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.

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Check the background of these investment professionals on FINRA's Broker Check.

All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.

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

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal.  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 not independently registered as broker-dealers or investment advisers. 

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