Stevi Whaley
1111 Northshore Dr.
Knoxville, TN 37919
Stevi Whaley is part of the Knoxville Pinnacle Asset Management team, where she is a sales assistant for Raymond James Financial Services, Inc., member FINRA/SIPC.
She provides excellent customer service and administrative skills to clients and the Knoxville Pinnacle Asset Management team. Stevi joined Pinnacle Bank in 2016 and offers valuable banking experience and knowledge. In 2021, Stevi transitioned from her banking role to asset management within Pinnacle and has quickly become a very valuable member of the Knoxville team.
Stevi supports Jeff Francis, Robert DeNovo and Jillian Sutton-Fenech in performing day-to-day maintenance of accounts, client onboarding including opening of accounts and client service requests. She helps to ensure clients are provided with the required information per industry regulations, schedules 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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