Terry Morris, CFP®

Terry Morris, CFP®

Terry Morris, CFP®
Senior Vice President and Financial Consultant, Pinnacle Asset Management

949 S. Shady Grove Road
Memphis, TN 38120
Phone: 901.259.2140
Fax: 901.261.1946
Email

Terry Morris is a senior vice president and financial consultant 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*
  • Certified Public Accountant (Inactive)

 

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.

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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