Allen K. (Kerry) Oakley

Allen K. (Kerry) Oakley

Allen K. (Kerry) Oakley
Sales Associate, Pinnacle Asset Management; Investment Representative, Raymond James Financial Services

2307 Crestmoor Drive
Nashville, TN 37215
Phone: 615.743.8994
Email

Kerry comes from a long line of bankers and financial advisors on both sides of his family.  His father Allen, his great-uncle Wendell Phillips, and grandfather Donald Phillips were all bank executives in Nashville, with a focus on commercial lending.  Much like his uncle Sam, he was drawn to the investment side of the industry - to help clients develop plans that will meet their long-term financial goals.  Providing superior service and creating an excellent client experience is Kerry’s first priority. 

He first interned with The Oakley Group in the summer of 2015.  Ironically, a position opened up on the team right after his graduation from Lipscomb University in 2016.  In 2017, he moved with the team to Pinnacle.  So his first years in the business have been extremely busy to say the least.

Kerry graduated with a Bachelor’s degree in Managerial Finance from Lipscomb University.  He works with the Ensworth Alumni Association, volunteers with Habitat for Humanity, and recently began fundraising for LakayTimoun, a Christian organization that builds housing in Haiti.  Having been an excellent athlete in high school, Kerry still actively participates in sports when away from work – particularly enjoying golf, mountain biking, basketball, & tennis. 

Check the background of this investment professional on FINRA's Broker Check.

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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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