Lee McLellan
Financial Advisor, RJFS Vice President, Pinnacle Asset Management
- Role
- Financial Advisor at Pinnacle Financial Partners
- Location
- Nashville, TN, US
- LinkedIn followers
- 500 followers
About Lee McLellan
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. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Experience
Financial Advisor
Mar 2022 — Present · Nashville, TN, US
Education
Madison Ridgeland Academy
High School Diploma
2008 — 2011
University of Mississippi
Bachelor of Business Administration (B.B.A.)
2011 — 2015
Skills
- Strategic Planning
- Microsoft Word
- Sales
- Html
- Customer Service
- Financial Risk
- Real Estate
- Loans
- Research
- Leadership
- Public Speaking
- English
- Photoshop
- Finance
- Powerpoint
- Windows
- Financial Services
- Mergers & Acquisitions
- Market Research
- Microsoft Excel
- Microsoft Office
- Financial Analysis
- Real Estate Financing
- Financial Accounting
- Budgets
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