Ted Highsmith

Ted Highsmith

Ted Highsmith
SVP and Financial Consultant, Pinnacle Asset Management / Financial Representative, RJFS

1213 W Morehead Street
Charlotte, NC 28208
Phone: 980.666.4426
Fax: 980.666.4406
Email

Ted Highsmith is a senior vice president of Pinnacle Asset Management, financial consultant with Pinnacle Bank and a financial representative with Raymond James Financial Services, Inc., member FINRA/SIPC. He is part of the Charlotte Asset Management team and is based at its Refinery office at 1213 W. Morehead Street.

Highsmith joined the firm in 2020 bringing 20 years of industry experience to his role. Previously he was with Carolinas Investment Consulting LLC in Charlotte, where he managed and served client relationships on all aspects of comprehensive wealth and financial planning needs. Other roles included serving as a financial advisor for Bank of America/Banc of America Investments, Inc. in the Charlotte and Washington, D.C. regions.

Highsmith has served on the International Board of Governors and is a past Charlotte Chamber Ambassador and United Way Account Executive. He is an active member of Myers Park Presbyterian Church where he serves on their Finance Committee. Outside of the office, he enjoys spending time with his three children, playing golf, tennis, coaching various youth sports, and traveling between the mountains and the coast.

Education

  • Bachelor’s degree, business management, North Carolina State University

Licenses and Certifications

  • CERTIFIED FINANCIAL PLANNER™
  • Series 7, 63 and 65 securities licenses
  • Life and Health Insurance license

 

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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