Kelly Nodine

Kelly Nodine

Kelly Nodine
Registered Client Service Associate, RJFS & Pinnacle Asset Management

16810 Kenton Drive
Suite 100
Huntersville, NC 28078
Phone: 704.991.8068
Fax: 704.991.8069
Email

Kelly Nodine is a registered client service associate for Pinnacle Asset Management and Raymond James Financial Services, Inc., member FINRA/SIPC. She is based at Pinnacle’s Huntersville location at 16810 Kenton Drive.

Kelly joined the company in 2021 as part of the Pinnacle Asset Management team located in Charlotte. She works closely with Financial Consultants David Henkel and Bryan Sherrill, assisting them with all aspects of the client relationship. The three-member team were previously with Wells Fargo.

Kelly spent nine years with Wells, where she earned a strong reputation for the service and attention she gave to clients. She served two years in the bank’s call center and seven years in various roles with Wells Fargo Advisors, all in Charlotte.

Kelly holds Series 7 and 63 licenses.

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 deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value.

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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