Tracy Cottingham
707 Green Valley Road
Greensboro, NC 27408
Tracy Cottingham is a senior vice president for Pinnacle Asset Management and a private wealth manager with Raymond James Financial Services, Inc., member FINRA/SIPC. He is a part of the Triad Asset Management team and is based at Pinnacle’s Greensboro office at 707 Green Valley Road.
Cottingham joined Pinnacle in 2020 with Private Wealth Managers Jeff Chesson and Steve Brackman, and Registered Sales Assistant Angela Dodson, to form Capstone Investment Partners to serve businesses and individuals with significant investment needs. The four-member team was previously with Wells Fargo Advisors.
With more than 21 years of financial industry experience, Tracy is dedicated to providing sound financial advice to clients. He helps them navigate the markets and understand how a disciplined approach and a financial plan can help them pursue their goals. Tracy exclusively serves individuals and families, providing a structured process for client contact and periodic financial plan updates and portfolio reviews.
He has had a lifelong fascination with the markets and investing, and was drawn to the opportunity to help people strive to find the straightest path to their financial goals. Tracy began his career as an advisor at Merrill Lynch in 1999. He then served clients at Wells Fargo Advisors for 13 years. Seeking flexibility and specialized support, Tracy joined Pinnacle Financial Partners in 2020 and is affiliated as a financial advisor with Raymond James.
He earned a bachelor’s degree in business management from Mars Hill College in North Carolina.
Check the background of these investment professionals on FINRA's Broker Check.
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