Marti Mason
20 Burton Hills Blvd
Suite 450
Nashville, TN 37215
Marti Mason is an experienced financial professional with over 30 years in the investment industry, serving as an investment representative with Pinnacle Asset Management and Raymond James Financial Services, Inc., member FINRA/SIPC. Throughout her career, she has worked closely with David Lankford fostering a collaborative approach that emphasizes trust, consistency, and client-focused strategies.
Marti began her career with Taylor Securities, Inc. where she built a strong reputation for delivering thoughtful guidance and personalized services to her clients. In 2025, she transitioned to Pinnacle Asset Management and Raymond James, continuing her commitment to helping individuals and families pursue their long-term financial goals. Marti earned her bachelor’s degree in business management from Lipscomb University.
She resides in Brentwood, TN with her husband, Jody. Together they have two sons, both married and living in the Nashville/Brentwood area and are proud grandparents to two grandsons. Outside of her professional work, Marti and her husband are active members of the Church of Christ in Green Hills, where they are engaged in their community and faith.
Raymond James is not affiliated with the above organizations.
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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., 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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