Nashville, TN 20 Burton Hills Blvd Office

Charles Collier is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, he worked at William Morris Endeavor and spent several years in education at the University of Tennessee and Christ Presbyterian Academy. He is also a junior advisor affiliated with Pinnacle Asset Management and Burton Hills Investment Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through its advisory programs and partnerships, including a municipal advisor affiliation and a SIMPLE IRA Employer Advisory & Consulting Services program.

Lucy Chism is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is also a client associate at Pinnacle and assists financial advisors in building relationships and managing prospect opportunities. 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 consulting using analytical tools and supports clients through wrap-fee programs and institutional consulting.

Gary Collier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Nashville, TN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been associated with Pinnacle Bank and Raymond James since 2009. Collier serves as Executive Director and Advisor at Pinnacle Asset Management and acts as a Private Wealth Manager with Burton Hills Investment Partners, a team operating under Raymond James. 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 clients, corporations, and institutional entities. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

James Aid is a financial advisor with Raymond James Financial holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Wells Fargo Advisors, and Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and scenario modeling to support client goals.

Joseph Martinez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Raymond James, Martinez worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advising, he is a partner in several restaurant-related businesses in Nashville, collaborating on restaurant consulting and investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad advisor network, combining technology and analytical tools to assist clients in implementing financial strategies.