Graduated with a BBA degree in Finance from Belmont University in 1989
Has successfully completed all 6 parts of the Education Program from the College for Financial Planning
Brick serves as vice president with Pinnacle Asset Management and offers securities as a financial advisor through Raymond James Financial Services, Inc. member FINRA/SIPC
Brick assists clients with all aspects of the management of their investment portfolios. He specializes in helping clients manage IRA rollovers, inheritences and lump sum liquidity events. Through his client relationships, as of 11/07/2023, he helps oversee approximately $450 million in client assets.
He frequently conducts seminars and has appeared in trade magazines and television to discuss topics such as Asset Allocation, Retirement Planning and How to Handle Inheritences.
In 2019, Bank Investment Consultant’s magazine voted him as one of the Top 100 Bank Reps in the country.
He has been a member of the prestigious “Leaders Council” with Raymond James since 2003 which recognizes top advisors based on annual revenue. (Note: Requalification is required annually and is not indicative of advisors future performance. This ranking is not an endorsement and no fee is paid in exchange for this award).
Has served on the Raymond James Mutual Fund Advisory Board, helping advise the firm on mutual fund research and marketing ideas
He writes a monthly letter entitled: “The Client Letter” that has been featured in local area magazines and can be found on their website: raymondjames.com/sturgeonellett
He has lived in Nashville his entire life. He and his wife, Victoria have 5 daughters.
Membership to Leaders Council is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
Bank Investment Consultant – Top 100 Bank Advisors (2019) To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2018 AUM was defined as the amount an advisor had as of Aug. 31, 2018. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2018 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
