Steve Brackman
300 N. Main Street
High Point, NC 27260
Steve Brackman is a senior vice president for Pinnacle Asset Management and a private wealth manager with Raymond James Financial Services, Inc., member FINRA/SIPC. He is a part of the Triad Asset Management team and is based at its High Point office at 2630 Eastchester Drive.
Brackman joined Pinnacle in 2020 with Private Wealth Managers Tracy Cottingham and Jeff Chesson, and Registered Sales Assistant Angela Dodson, to form Capstone Investment Partners to serve businesses and individuals with significant investment needs. The four-member team was previously with Wells Fargo Advisors.
Brackman brings eight years of financial services experience from Edward Jones and Wells Fargo, where he served in financial advisor roles.
He earned his bachelor’s degree in business administration from Morehead State University in Kentucky. Brackman holds Series 7 and 66 securities licenses.
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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