Sales Associate, Pinnacle Asset Management
Investment Representative, RJFS
Kerry comes from a long line of bankers and financial advisors on both sides of his family. His father Allen, his great-uncle Wendell Phillips, and grandfather Donald Phillips were all bank executives in Nashville, with a focus on commercial lending. Much like his uncle, Sam, he was drawn to the investment side of the industry - to help clients develop plans designed to meet their long-term financial goals. Providing superior service and creating an excellent client experience is Kerry’s first priority.
He first interned with The Oakley Group in the summer of 2015. Ironically, a position opened up on the team right after his graduation from Lipscomb University in 2016. In 2017, he moved with the team to Pinnacle. So his first years in the business have been extremely busy to say the least.
Kerry graduated with a Bachelor’s degree in Managerial Finance from Lipscomb University. He works with the Ensworth Alumni Association, volunteers with Habitat for Humanity, and recently began fundraising for LakayTimoun, a Christian organization that builds housing in Haiti. Having been an excellent athlete in high school, Kerry still actively participates in sports when away from work – particularly enjoying golf, mountain biking, basketball, & tennis.
He and his family are very excited, as this December, Kerry will be marrying his fiancé, Nola Douglas.
Raymond James is not affiliated with the above organizations.