Taylor Francis, CFP®, ChFC®

Taylor Francis, CFP®, ChFC®

Taylor Francis, CFP®, ChFC®
SVP, Pinnacle Asset Management; Financial Consultant, Raymond James Financial Services

2307 Crestmoor Drive
Nashville, TN 37215
Phone: 615.743.8996
Email

Taylor is a Certified Financial Planner™ practitioner and Chartered Financial Consultant®, with more than 15 years of experience in the financial services industry.

With a focus on comprehensive financial planning, Taylor serves individuals and businesses by listening effectively to their financial concerns and developing a long-term strategy based on their unique needs.  He follows a systematic and disciplined approach to advising his clients.  His espouses the “client first” philosophy held by Pinnacle and Raymond James, as it is perfectly aligned with his own specific client-centric focus.

Taylor began his financial services career early, securing an internship with Morgan Stanley while in college at Western Kentucky University. He graduated from the university in 2005 with a bachelor’s degree in finance before serving as a sales associate with A.G. Edwards for four years. Taylor then went on to work with SunTrust Investment Services for four years as a sales associate, joining The Oakley Group in 2014 as an investment officer. He transitioned with the team to Raymond James in 2017.

A native and resident of Nashville, Taylor is an active member of Midtown Fellowship Church and a participant in various community service events around the city. He’s an avid sports fan, and enjoys attending both professional and college sporting events to support the Titans, Predators and Vols. Taylor’s preferred vacationing spot is Florida’s gulf coast, where he can be found relaxing on the beach and deep-sea fishing with family and friends.  He and his wife, Erin, are the proud parents of Ellie, who is about to turn 2.

Learn more about The Oakley Group on their website. 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 PLANNER™ and federally registered CFP® (with flame design) in the U.S.

Raymond James is not affiliated with the above organizations.

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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