Jan Beatty-Hendley
845 Church Street N
Suite 305
Concord, NC 28025
Jan Beatty-Hendley is a relationship manager for Pinnacle Asset Management. She is based at Pinnacle’s Concord office at 845 Church Street.
Jan is part of the Carolinas and Virginia Pinnacle Asset Management team, where she works closely with financial consultant Mark Whitley, assisting him with all day-to-day aspects of the client relationship.
She joined the firm in 2021, bringing 40 years of banking and wealth management experience from Wells Fargo Bank (formerly First Union/Wachovia), where she was most recently a senior trust and fiduciary specialist for the greater Charlotte area. In this role, Jan primarily worked with high-net-worth clients specializing in trust and estate administration.
She earned her bachelor’s degree from the University of South Carolina graduating magna cum laude. In addition, Jan completed a specialized financial planning program at Queens University in Charlotte and earned the professional designation of Certified Trust and Fiduciary Advisor (CTFA).
She is active in her community and currently serves on various local boards including Wingate University Board of Trustees, UNC-Charlotte Advisory boards, and is on the Board of Directors at Cabarrus Healthcare Foundation. Professionally, Jan has served on Planned Giving Advisory Councils that has included Queens University and Wingate University. She is also an advisory board member of the Kulwicki Driver Development Program.
Raymond James is not affiliated with and does not endorse the opinions or services of the entities above. Pinnacle Asset Management, Pinnacle Bank and Pinnacle Financial Partners are not registered broker/dealers and are independent of Raymond James Financial Services Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, and are not insured by 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 offered through Raymond James Financial Services Advisors, Inc.
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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 |
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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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