Ted Highsmith, CFP®

Experience

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  Bank of America/Banc of America Investments

  May 2000 - Jun 2006

  Financial Advisor

  Responsible for managing client needs through the Bank of America Premier/Consumer bank team. Advised and recommended customized planning strategies for retirement, wealth accumulation/preservation, investment allocations, life insurance, lending/credit, and trust/estate plans.

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  Carolinas Investment Consulting

  Jun 2006 - Sept 2020

  Wealth Management Consultant

  Carolinas Investment Consulting is a wealth advisory firm offering investment management and financial planning for individuals, families, businesses, and institutions. With a collaborative approach, we partner with our clients to deliver a plan that is truly customized towards their financial goals. Our team brings decades of experience and exceptional service through independent, thoughtful advice and solutions. We specialize in helping our clients seek higher risk-adjusted performance, and are committed to providing exceptional unbiased recommendations to build and protect wealth for the relationships that we serve. Show less

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  Pinnacle Financial Partners

  Sept 2020 - now

  Senior Vice President - Financial Consultant

  Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC,and are not insured by 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.Pinnacle Bank and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Management Retirement Planning Asset Management Financial Planning Family Office Trust Services Lending Risk Management Show less