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Home > Financial Planner Directory > Tennessee > Nashville > Carolyn Yates, CFP®, CRPC

Carolyn Yates, CFP®, CRPC

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Pinnacle Asset Management

Pinnacle Asset Management/Raymond James

2309 Crestmoor Drive

Nashville, TN 37215

Phone: (615) 743-6040

Fax: (615) 743-6130

Toll-free: (866) 404-6143

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Banking
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Estate Planning
Investment Management
Limited Partnerships
Employee Benefits
Getting Divorced
Mutual Funds
Getting Married
Job Loss
Real Estate
Insurance
Life Planning
Retirement
Stocks & Bonds
Long-term Care
Starting a Family
Succession Planning
Tangible Assets
Sudden Wealth
Men's Finances
Women's Finances

Foreign Languages

German

About My Practice

I help individuals and businesses organize their finances so that no matter what happens in the markets, US economy or the world, they will still achieve their financial goals.

Experience

I have worked in the Financial Services industry since 1995 and have successfully run my own practice since 1997.

Registrations, Licenses, Certifications & Affiliations

Securities Registrations or Exam Qualifications

Series 7, 66

Insurance Licenses

Life insurance, Health/disability insurance

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Other - CRPC

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.