Kelly Nodine

Kelly Nodine

Kelly Nodine
Registered Client Service Associate, RJFS, Pinnacle Asset Management


16810 Kenton Drive
Suite 100
Huntersville, NC28078
Phone: 704.991.8068
Fax: 704.991.8069
Email

Kelly Nodine is part of the Pinnacle Asset Management team and serves as a registered client service associate with Raymond James Financial Services, Inc., member FINRA/SIPC. She is based at Pinnacle’s Huntersville location at 16810 Kenton Drive.

Kelly joined the company in 2021 as part of the Pinnacle Asset Management team located in Charlotte. She works closely with Financial Consultants David Henkel and Bryan Sherrill, assisting them with all aspects of the client relationship. The three-member team were previously with Wells Fargo.

Kelly spent nine years with Wells, where she earned a strong reputation for the service and attention she gave to clients. She served two years in the bank’s call center and seven years in various roles with Wells Fargo Advisors, all in Charlotte.

Kelly holds Series 7 and 63 licenses.

Back to List

Check the background of these investment professionals on FINRA's Broker Check.

All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.

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. 

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

Raymond James Legal Disclosure