Scott Southerland
300 N. Main Street
High Point, NC 27260
Scott Southerland is a senior vice president for Pinnacle Asset Management and a wealth manager 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.
Southerland earned a bachelor’s degrees in economics and communications from North Carolina State University and a master’s degree in business administration from the Babcock Graduate School of Management at Wake Forest University.
He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 6, 63 and 65 securities licenses. Southerland is licensed in North Carolina life and health insurance, and Medicare supplement and long term care insurance. 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.
Raymond James is not affiliated with any organizations mentioned herein
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™ designation
- 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.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
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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