Cole Ellett, CFP®, AWMA®
847 Conference Drive
Goodlettsville, TN 37072
Cole Ellett is an investment executive for Raymond James Financial Services, Inc., member FINRA/SIPC. He is based at Pinnacle’s Goodlettsville office.
Ellett, with more than a decade of financial services experience, has an extensive background of delivering distinctive service and effective advice to his clients. He came to Pinnacle from UBS Financial Services, Inc., where he was a financial advisor. Prior roles included serving as a sales/reinsurance coordinator for Health Cost Solutions, a commercial lines underwriter for Liberty Mutual Insurance and a financial representative for Northwestern Mutual Financial Network.
Education
- Bachelor's degree, risk management and insurance, University of Mississippi
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™
- Accredited Wealth Management Advisor℠
- Series 7 and 66 securities licenses
- Life, accident, health and variable 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™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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