Tom Herbert, CFP®

Tom Herbert, CFP®

Tom Herbert, CFP®
Private Wealth Manager, Raymond James Financial Services, Inc. and Senior Vice President, Pinnacle Asset Management

1717 Mallory Lane
Brentwood, TN 37027
Phone: 615.743.8250
Email

Tom Herbert, CFP®, serves as a senior vice president and financial consultant with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.

Herbert has been in financial services since 1987, when he started as a registered representative with J.C. Bradford and Company. Later roles include serving as a financial consultant with Franklin Financial and PrimeTrust Financial. He joined Pinnacle Financial Partners in 2007 when PrimeTrust merged with Pinnacle.

Herbert served as a master navigator in the Tennessee National Guard for many years. He retired with the rank of Major.

Education

  • Bachelor of Arts, History, The University of Tennessee

Licenses and Certifications

  • Series 7, 24, 63 and 65 securities licenses
  • CERTIFIED FINANCIAL PLANNER™ professional

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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