Terry Morris, CFP®
949 S. Shady Grove Road
Memphis, TN 38120
Terry Morris is a senior vice president for Pinnacle Asset Management, the office whose advisors offer fee-based investment management by working with Raymond James Financial Services, Inc. He is based at Pinnacle’s Memphis main office at Shady Grove.
Morris, with more than two decades of financial services experience, joined Pinnacle in 2018 from Raymond James and Associates, where he was vice president of investments. Prior roles included serving as a financial advisor for Morgan Stanley, corporate controller for Choctaw, Inc. and senior auditor for Price Waterhouse.
Education
- Bachelor’s degree, Accounting, University of Memphis
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner*
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., 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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