Cole Ellett, CFP®, AWMA®

Cole Ellett, CFP®, AWMA®

Cole Ellett, CFP®, AWMA®
Investment Representative, Pinnacle Asset Management

150 3rd Avenue South
Nashville, TN 37201
Phone: 615.744.3767
Email

Cole Ellett is an investment representative for Pinnacle Asset Management. He is based at Pinnacle’s downtown Nashville office at 150 3rd Ave. South.

Ellett, with more than a decade of financial services experience, has a strong track record 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.

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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