Ted Highsmith
Private Wealth Manager, Senior Vice President at Pinnacle Financial Partners & Financial Consultant with Raymond James Financial Services
- Role
- Senior Vice President - Financial Consultant at Pinnacle Financial Partners
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President - Financial Consultant
Sep 2020 — Present · Charlotte, NC, US
Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC,and are not insured by 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.Pinnacle Bank and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Management Retirement Planning Asset Management Financial Planning Family Office Trust Services Lending Risk Management
Education
North Carolina State University Poole College of Management
B.S.
North Carolina State University
Certified Financial Planner Program
Skills
- Financial Planners
- Series 7
- Consumer Lending
- Banking
- Wealth
- Asset Management
- Investment Management
- College Education Planning
- Estate Planning
- Securities
- Wealth Management
- Strategic Financial Planning
- Retirement
- Financial Planning
- Investments
- Retirement Planning
- Risk Management
- Wealth Management Services
- Asset Allocation
- Comprehensive Planning
- Financial Advisory
- Asset Based Lending
- Management
- Life Insurance
- Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.