Lori McKellar
214 W. College Street
Murfreesboro, TN 37130
Lori McKellar serves as a vice president with Pinnacle Asset Management and financial consultant with Raymond James Financial Services, Inc., member FINRA/SIPC.
McKellar’s focus is helping clients navigate life’s milestones and keeping an eye on their goals related to investment and retirement planning. She has worked in numerous aspects of the financial services industry. McKellar began her career with Pinnacle in early 2017. Prior to that, she served as an advisor at EMICO Advisory Services in Atlanta, GA, and at McKnight Advisory Group in Murfreesboro, TN.
As a Rutherford county native, McKellar enjoys the feeling of helping those in her hometown community as well as the surrounding region. She loves spending time with her family running, kayaking and biking. McKellar also is an avid Tennessee Volunteers fan.
Education
- Bachelor’s degree, The University of Tennessee
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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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