Carolyn Rambo

Financial Consultants

Investment Executive, RJFS | Senior Vice President, Pinnacle Asset Management

128 Franklin Road
Brentwood, TN 37027

Phone: 615.743.6040

Carolyn Rambo, CFP®, CRPC®, serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.

Rambo provides a wide range of services to her clients, having a long term relationship with many of them. She has a special interest in helping individuals organize their finances through strategic planning.

Her career in financial services began in 1996 at Legg Mason Wood Walker, where she worked as a Sales Assistant. Following Legg Mason, she served as a financial advisor for Merrill Lynch. Rambo joined Pinnacle Financial Partners in 2009.

She serves on the boards of the Boy Scouts of Middle Tennessee as an assistant treasurer, Women in Numbers as treasurer, National Association of Women Business Owners as treasurer and past president of Women Engaging in Business. Rambo is a member of the Executive Women’s Golf Association, Tennessee Firearms Association, National Rifle Association and CABLE Nashville.

Raymond James is not affiliated with any organizations mentioned herein.

Education

Bachelor of Arts, Business Administration and German, Furman University

Licenses and Certifications

Series 7 and 66 securities licenses
CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
Chartered Retirement Planning Counselor (CRPC®)

Check the background of this investment professional on FINRA's BrokerCheck.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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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.

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