Nancy Goodloe

Nancy Goodloe

Nancy Goodloe
Registered Sales Assistant, RJFS, Pinnacle Asset Management


214 W. College Street
Murfreesboro, TN 37130
Phone: 615.849.2250
Fax: 615.898.6390
Email

Nancy Goodloe serves as a sales assistant with Pinnacle Asset Management and a registered sales assistant with Raymond James Financial Services, Inc., member FINRA/SIPC.

Nancy has day-to-day involvement in the maintenance on accounts, including retail accounts, IRAs and 529 college savings plans. Her responsibilities include performing sensitive account maintenance tasks such as taking required minimum distributions, placing trades and moving funds.

Nancy began her career in financial services in 1987 with Raymond James Financial Services, where roles included serving as a sales assistant and brokerage operations manager. She joined Pinnacle Financial Partners in 2013.

Licenses

  • Series 7, 27 and 66 securities licenses
  • Life insurance

Nancy is active with her daughter’s travel soccer team and with her church, Lighthouse Baptist.

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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. 

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