Lori McKellar

Lori McKellar

Lori McKellar
Financial Consultant

214 W. College Street
Murfreesboro, TN 37130
Phone: 615.849.3330
Fax: 615.849.3395
Email

Lori McKellar serves as a Financial Consultant with Pinnacle Asset Management and offers securities advice as a financial advisor 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 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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