Cole Ellett
7651 Hwy. 70 South
Nashville, TN 37221
Cole Ellett serves as senior vice president with Pinnacle Asset Management and offers securities as a financial advisor through Raymond James Financial Services, Inc., member FINRA/SIPC.
Cole is dedicated to helping his clients prioritize and pursue their goals and adapt to the changes in their lives. He provides financial planning and investment management to his clients, which include business owners, healthcare professionals, corporate professionals and retirees.
Cole is a Certified Financial Planner® professional. He attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. In addition, he holds the professional designations of Accredited Wealth Management Advisor℠ and Accredited Investment Fiduciary®, and Series 7 and 66 securities licenses. He is also licensed in life, accident, health and variable insurance.
Before joining the Pinnacle Asset Management team in January 2019, Cole was a financial advisor at UBS Financial Services in Nashville. Earlier in his career, he was a sales/reinsurance coordinator for Health Cost Solutions, a commercial lines underwriter for Liberty Mutual Insurance and a financial representative for Northwestern Mutual Financial Network. He earned a bachelor’s degree in business administration from the University of Mississippi, majoring in risk management and insurance.
Cole is originally from Gainesville, Florida, and now lives in Hendersonville, Tennessee, with his wife, Ainslie, and three children, Easton, Cohen and Hampton. He and his family are members of Long Hollow Baptist Church. He served as a board member of Sumner County CASA. In his free time, Cole enjoys traveling, golf, duck hunting and fishing.
Raymond James is not affiliated with the above organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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., memberFINRA/SIPC, marketed as Pinnacle Asset Management, and are:
- Not deposits
- Not insured by FDIC or any other governmental agency
- Not guaranteed by Pinnacle Bank
- Subject to risk, may lose value
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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