Holly Lockley

Holly Lockley

Holly Lockley
Sales Assistant, Pinnacle Asset Management

424 Donelson Pike
Nashville, TN 37214
Phone: 615.743.8954
Fax: 615.743.8974
Email

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.

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

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.

Privacy Notice

Back to List