Scott Southerland

Scott Southerland

Scott Southerland

2630 Eastchester Drive
High Point, NC 27265
Phone: 336.881.3238
Fax: 336.881.3239
Email

Scott Southerland is a financial consultant for Pinnacle Asset Management and a financial representative with Raymond James Financial Services, Inc., member FINRA/SIPC. He is part of the Winston-Salem Asset Management team serving clients in Winston-Salem and throughout the Triad.

Southerland joined Pinnacle in June 2020 after a 14-year career with BB&T Wealth in Winston-Salem, where he most recently served as a wealth advisor. Prior to BB&T, he was with Consolidated Planning as a financial advisor and Sara Lee Corporation as an internal consultant.

He is active in the community and is a former vice chair of the trustees of Home Moravian Church, now serving on its finance committee. Southerland also serves on the board of the Tommy Lambeth Foundation.

Education 

  • Bachelor’s degree, economics and communications, North Carolina State University
  • Master's degree, business administration, Babcock Graduate School of Management, Wake Forest University

Licenses and Certifications

  • CERTIFIED FINANCIAL PLANNER™
  • Series 7, 6, 63 and 65 securities licenses
  • Life and Health Insurance
  • Medicare Supplement Insurance
  • Long-term Care Insurance 

 

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 PLANNERTM, 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.

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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