Tom Herbert, CFP®
1717 Mallory Lane
Brentwood, TN 37027
Tom Herbert, CFP®, serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
Herbert has been in financial services since 1987, when he started as a registered representative with J.C. Bradford and Company. Later roles include serving as a financial consultant with Franklin Financial and PrimeTrust Financial. He joined Pinnacle Financial Partners in 2007 when PrimeTrust merged with Pinnacle.
Herbert served as a master navigator in the Tennessee National Guard for many years. He retired with the rank of Major.
Education
- Bachelor of Arts, History, The University of Tennessee
Licenses and Certifications
- Series 7, 24, 63 and 65 securities licenses
- CERTIFIED FINANCIAL PLANNER™ professional
Check the background of this investment professional on FINRA's BrokerCheck.
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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.
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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