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Tammy B
Series 63, Series 66
Nashville, TN
Raymond James Financial
Tammy Bowling is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has held roles at Burton Hills Investment Partners, Pinnacle Asset Management, Pinnacle Bank, and Raymond James since 2009. Bowling’s additional responsibilities include operations management and sales support at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client goals while maintaining notable municipal advisory and specialized retirement plan consulting services.
Justin N
Series 66
Nashville, TN
Raymond James Financial
Justin Newman is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 10 years of industry experience. He has worked at Pinnacle Bank since 2019 and held positions at Raymond James Financial Services Advisors Inc. and SunTrust Bank earlier in his career. Outside of his advisory role, he serves as Client Services Director at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.
Jeffrey E
CFP®, Series 63, Series 65
Nashville, TN
Raymond James Financial
Jeffrey East is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has held positions at Raymond James Financial Services Advisors, Pinnacle Bank, and Raymond James Financial Services, Inc. since 2016. In addition to his advisory role, he is the managing director and owner of Moody + East Investment Partners, a support company based in Nashville, TN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.
Olivia T
Series 65, Series 63
Nashville, TN
Raymond James Financial
Olivia Tirrill is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials and four years of industry experience. Her background includes roles at Bank of America, Merrill, and Equitable Advisors, among others. She supports both private client and retirement planning through her involvement with Pinnacle Asset Management and Moody East Investment Partners in Nashville. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting, and it offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.
Charles P
CFA®, Series 65, Series 63
Nashville, TN
Raymond James Financial
Charles Poston is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Raymond James Financial in Nashville, TN. His prior experience includes roles at Pinnacle Wealth Advisors, Truist Advisory Services, The Vanguard Group, and Appalachian State University. In addition to his advisory work, he holds a position as a bank associate at Pinnacle Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Robert H
CFP®, Series 63, Series 66
Nashville, TN
Raymond James Financial
Robert Hebert Jr. is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. in Nashville, TN. His prior roles include positions at Pinnacle Bank, US Bank, First Horizon Advisors, JPMorgan Chase Bank, and SunTrust Advisory Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Keith D
Series 66
Nashville, TN
Raymond James Financial
Keith Davis is a financial advisor with Raymond James Financial in Nashville, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James Financial and related entities since 2008. Outside of his advisory role, Davis serves as a board and committee member for the Hard Bargain Association, a nonprofit focused on affordable housing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and also provides specialized municipal and SIMPLE IRA advisory services.
James L
Series 66
Nashville, TN
Raymond James Financial
James Landers is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 23 years of industry experience. He has worked at several firms, including Pinnacle Financial Partners and Royalty Wealth Group, where he also serves as CEO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting through a large advisor network.
Kenneth F
CFP®, Series 66
Nashville, TN
Raymond James Financial
Kenneth Ford is a CFP® with 18 years of industry experience, currently affiliated with Raymond James Financial in Nashville, TN. He previously worked for LPL Financial for nine years and is also associated with Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting, utilizing advanced modeling tools, and supports municipal and public finance work alongside employer advisory programs.
Nathan K
Series 66, Series 63
Nashville, TN
Raymond James Financial
Nathan Kurita is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Pinnacle Wealth Advisors and Pinnacle Financial Partners. He is also an associate at Pinnacle Asset Management, where he focuses on building relationships and managing client investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized offerings.
Terry D
Series 63, Series 66
Nashville, TN
Raymond James Financial
Terry Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and has 32 years of industry experience. He previously worked at AXA Advisors LLC and serves as a Compliance and Risk Manager at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, alongside municipal and public finance advisory services uncommon among large institutional advisors.
Patrick M
Series 63, Series 65
Nashville, TN
Raymond James Financial
Patrick Moody is a financial advisor with Raymond James Financial in Nashville, TN, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked at Raymond James Financial Services since 2002 and at Pinnacle Financial Partners since 2000. Moody also serves as president of Moody + East Investment Partners and is a committee member involved with the Monteagle Sunday Assembly, where he reviews architectural plans for historical homesites. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Jacob S
Series 65, Series 63
Nashville, TN
Raymond James Financial
Jacob Seeger is a financial advisor with Raymond James Financial in Nashville, TN. He holds Series 65 and Series 63 licenses and has two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Pinnacle Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal finance services through a unique municipal advisor affiliation.
Christopher A
Series 63, Series 66
Nashville, TN
Raymond James Financial
Christopher Adams is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James Financial and its affiliates since 2006. Adams also serves as a Practice Manager at Pinnacle Asset Management and is a member of the finance and investment committee at Well House Church, participating in the church’s business decision-making and budget oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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