Terry Morris, CFP®
949 S. Shady Grove Road
Memphis, TN38120
Terry Morris is a senior vice president for Pinnacle Asset Management, the office whose advisors offer fee-based investment management by working with Raymond James Financial Services, Inc. He is based at Pinnacle’s Memphis main office at Shady Grove.
Morris, with more than two decades of financial services experience, joined Pinnacle in 2018 from Raymond James and Associates, where he was vice president of investments. Prior roles included serving as a financial advisor for Morgan Stanley, corporate controller for Choctaw, Inc. and senior auditor for Price Waterhouse.
Education
- Bachelor’s degree, Accounting, University of Memphis
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner*
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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