Joseph Martinez
20 Burton Hills Blvd
Suite 450
Nashville, TN 37215
Joseph Martinez serves as a Senior Vice President and Managing Director with Pinnacle Asset Management and a Private Wealth Advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
With more than 22 years of experience in financial planning and investment management, Joseph has the accumulated knowledge and perspective to help you with your financial goals. Joseph understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Joseph will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Joseph endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments. Based on what he learns about you and your goals and an analysis of the current financial markets, Joseph designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Joseph puts it into action and seeks opportunities to adapt to life changes and new goals.
Joseph began his career in financial services in 1999 and previously spent nearly 8 years with Wells Fargo Advisors. Today, Joseph provides investment management, financial and estate planning, business exit strategies, stock concentration strategies and more through Raymond James.
A native of Nashville, TN, Joseph resides in his hometown. Away from the office, Joseph enjoys playing soccer, studying old world wines and is also an avid pianist.
Licenses and Certifications
- Series 6, 7, 63 and 66 securities licenses
- Chartered Financial Consultant® (ChFC®) designation
- Chartered Wealth Strategist® (CWS®) designation
- Chartered Retirement Planning Counselor™ (CRPC™) designation
- Accredited Asset Management Specialist™ (AAMS™) designation
- Accredited Wealth Management Advisor™ (AWMA™) designation
- Tennessee Life and Health Insurance license
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Raymond James is not affiliated with the above organizations.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
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