Stevi Whaley
1111 Northshore Dr.
Knoxville, TN37919
Stevi Whaley is a sales assistant providing excellent customer service and administrative skills to clients and this team. Stevi worked full-time for Pinnacle Bank starting in 2016 and offers valuable banking experience and knowledge. In 2021, we invited Stevi to join our team providing her the opportunity to work part-time and have more time with her daughters while they are young and still in school. Stevi works from 9:00am to 2:00pm each day. She has successfully made the transition from banking to wealth management within Pinnacle and has quickly become a very valuable member of the team.
Stevi works alongside Sandi Appleby in performing day-to-day maintenance of accounts, customer service requests and client onboarding including opening of accounts. She helps to ensure clients are provided all required information per industry regulations, schedule meetings and goes above and beyond to help meet the needs of our clients in a multitude of ways.
Stevi and her husband, Zac, have two daughters, Brooklyn and Brylee. They are a family that loves to be outdoors and go camping and often grill out for friends and family. They are a family with two active girls in basketball and cheerleading and have fun going to the University of Tennessee sporting events.
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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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