Holly Lockley
424 Donelson Pike
Nashville, TN 37214
Holly Lockley is a sales assistant with Pinnacle Asset Management and a registered sales assistant with Raymond James Financial Services, Inc., member FINRA/SIPC. She is based at Pinnacle’s Donelson office.
Lockley is part of the Nashville/Middle Tennessee Pinnacle Asset Management team. She is the sales assistant to financial consultants David Bower and Ken Farley, assisting them with all day-to-day aspects of the client relationship including retail accounts, IRAs and 529 college savings plans. She joined Pinnacle in 2018, bringing 18 years of financial services experience that included positions with CUNA Brokerage Services and SunTrust Investment Services.
Lockley earned her bachelor of science degree from the University of Phoenix at the Tampa, FL campus. She also holds Series 7 and 66 securities registrations and is licensed in Tennessee Life, Health and Variable insurance.
Lockley was born and raised in the Panama Canal Zone and currently lives in Lebanon, TN, with her husband Jimmy. She enjoys camping, kayaking, fishing and visiting with family and friends.
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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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