Sam Oakley
2307 Crestmoor Drive
Nashville, TN 37215
When Sam began in the financial services industry in 1984 at Third National Bank, local management and a personalized approach were the foundations of the client/advisor relationship. He feels Pinnacle Asset Management has recaptured that and in doing so has achieved a reputation in the Southeast for offering exceptional products, services and technology yet remaining small enough to customize the experience for each client. Marrying that with the entrepreneurial and client-first approach of Raymond James, Sam feels, provide him the perfect combination to serve his clients to the highest possible level.
Prior to joining Raymond James with his team, Sam served as a private financial advisor and senior vice president with SunTrust Investment Services from 1984 to 2017. He follows a disciplined process of assessing the unique needs and goals of each client he serves, focusing on financial and retirement planning, investment and risk management, and equity and fixed income strategies.
Sam earned a bachelor’s degree from Haslam College of Business at the University of Tennessee, Knoxville, in 1980 before going on to earn a graduate degree from Louisiana State University’s Graduate School of Banking in 1992. In 1996, Sam received the designation of Accredited Asset Management SpecialistSM from the College for Financial Planning.
From 2019–2024, Forbes magazine recognized Sam as one of their “Best-in-State Wealth Advisors.” In 2019, Bank Investment Consultant magazine ranked Sam as one of the Top 100 Bank Advisors in the U.S. In addition, Sam has had the honor of being named to Raymond James’ “Chairman’s Council” for 2019-2023.
A native of Nashville, Sam is an avid tennis player and also enjoys skiing, cycling and running in his free time. He and his wife Cheryl are active in their community as supporters of various youth group programs, volunteer projects and fundraising through Hillsboro Presbyterian Church. They are also proud to have built The Oakley House, a home for teachers in Zimbabwe, Africa, in 2005 and a second home in 2020. Their twins Sammy and Caroline are 26 years old. Sammy is currently in law school at Pepperdine University and Caroline is a senior communications consultant in the healthcare industry.
Learn more about The Oakley Group on their website.
Raymond James is not affiliated with the above organizations.
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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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Raymond James is not affiliated with the above organizations.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Top 1,200 Financial Advisors (2021)
Source: Barron's “Top 1,200 Financial Advisors,” March 2021. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 5,000 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which this ranking is based was 09/30/2019 to 09/30/2020, and was released on 03/12/2021. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
Top 100 Bank Advisors (2019) To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2018 AUM was defined as the amount an advisor had as of Aug. 31, 2018. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2018 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
Chairman’s Council Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
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