Skip to content
Pinnacle Horiz Co LogoPinnacle Horiz Co Logo
Ted Highsmith
  • T: 704.985.7996
  • F: 704.985.7993
  • O: 980.666.4426
  • Map & Directions
  • Map & Directions
X
  • Home
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Healthcare Professionals
    • Retirees
  • Services
    • Services
    • Our Approach
    • Financial Planning
    • Investment Strategies
    • Retirement Planning
    • Sustainable Investing
  • About Us
    • About Us
    • Ted Highsmith
    • What Makes Us Different
    • Why Work With a CFP
    • About Raymond James
  • Resources
    • Resources
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Ted Highsmith, CFP®
    1213 W Morehead St Ste 400 Charlotte, NC 28208-5581 T: 704.985.7996 F: 704.985.7993 O: 980.666.4426
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
    • Financial Planning
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Education
    • Investing
  • Media
    • Article
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retireme...
Markets & Investing
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to consider all the investment options av...
Markets & Investing
Read
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that seamlessly work together to help you ...
Markets & Investing
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its initials, IRA – is a powerful retireme...
Markets & Investing
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide...
Markets & Investing
Read
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, bu...
Retirement & Longevity

A breadth of services to serve a variety of needs

Connect with us
  • Ted Highsmith, CFP®
  • 1213 W Morehead St Ste 400 Charlotte, NC 28208-5581
  • T 704.985.7996
  • F 704.985.7993
  • O 980.666.4426
  • Map & Directions
  • Map & Directions
  • Email Ted.Highsmith@raymondjames.com

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Raymond James Legal Disclosures (including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use