Bryson McKinney

Bryson McKinney

Bryson McKinney
Vice President, Pinnacle Asset Management

215 Harvey Street
Winston-Salem, NC 27103
Phone: 336.907.7601
Email

Bryson McKinney is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who serves as vice president of Pinnacle Asset Management, financial consultant with Pinnacle Bank and a financial representative 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.

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.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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