Lucy Chism
20 Burton Hills Blvd
Suite 450
Nashville, TN 37215
Lucy Chism serves as a Senior Registered Client Service Associate with Pinnacle Asset Management and with Raymond James Financial Services, Inc., member FINRA/SIPC.
Lucy applies her more than 16 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients with dedication and focus.
She is always eager to help the individuals and families our team serves. Lucy makes it her goal to help clients understand that their money is being taken care of and always endeavors to explain complex financial topics in a way that’s easy to comprehend.
Lucy also assists our financial advisors in planning and building investment portfolios. She holds Series 7 and 66 securities licenses, and life and health insurance licenses.
Prior to joining our team in February 2024, Lucy was a Senior Registered Client Associate at Wells Fargo and a Senior Registered Client Associate at US Bank. She holds a bachelor’s degree in political science from The University of Tennessee, Knoxville.
Lucy lives in Nashville with her husband, Sean, and their two children. When not in the office, Lucy enjoys camping and reading.
Licenses and Certifications
- Series 7 and 66 securities licenses
- Tennessee Life and Health Insurance license
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.
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.
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