Bryson McKinney
215 Harvey Street
Winston-Salem, NC 27103
Bryson McKinney is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who serves as vice president of Pinnacle Asset Management and a financial consultant with Raymond James Financial Services, Inc., member FINRA/SIPC.
Bryson helps clients accumulate, preserve and distribute their assets through comprehensive financial planning and investment services. He began his career as a financial consultant in 2005 and works out of Pinnacle’s Stratford Road office in Winston Salem, NC. Bryson came to Pinnacle from Southern Community Bank.
In addition to his CFP® designation, Bryson is also a Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®).
Education
- Bachelor of Sciences, Business Management, Guilford College
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant
- Chartered Life Underwriter®
- Series 7, 63 and 66 securities licenses
- Variable Life, Variable Annuity and Life, Accident and Health Insurance licenses
Check the background of this investment professional on FINRA's BrokerCheck.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any 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. 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 not independently registered as broker-dealers or investment advisers.
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