We’re performing scheduled maintenance on Sunday, Mar. 22 from 12 a.m.–6 a.m. CT / 1 a.m.-7 a.m. ET. During this window, balances will not be updated real-time in online banking, mobile banking or Pinnacle Anytime, and you cannot move money between accounts or send money with Zelle. We apologize for the inconvenience and thank you for your patience.
Lee McLellan
Financial Advisor, RJFS Vice President | Pinnacle Asset Management
25 Platform Way S.
Suite 101
Nashville, TN 37203
Phone: 615.744.3293
Fax: 615.744.3297
Email
Lee McLellan is a vice president with Pinnacle Asset Management and serves as a financial advisor with Raymond James Financial Services Inc., member FINRA/SIPC. While he focuses his business on his clients’ individual financial objectives, McLellan believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that McLellan believes sets him apart.
McLellan is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he gains a comprehensive understanding of your needs and goals. McLellan works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using financial planning, portfolio management, retirement planning (including IRAs and 401(k)s), estate planning, 529 education savings plans and more.
A native of Madison, Mississippi, McLellan graduated from The University of Mississippi with a Bachelor of Business Administration degree with a focus on managerial finance. He also earned the designation of Accredited Asset Management Specialist™ (AAMS®) from the College for Financial Planning. McLellan is a member of the Nashville Chamber of Commerce, Phoenix Club of Nashville, Tennessee Medical Foundation and TennGreen Land Conservancy.
When not working, McLellan enjoys time with his wife, Libby, son, Porter, and dog Briscoe. He also enjoys hiking and camping, watching and playing sports, traveling, reading, playing guitar and spending time with friends.
Raymond James is not affiliated with the above organizations.
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.
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