Lori Mckellar
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Lori Mckellar Email & Phone Number

Registered Investment Advisor Representative at Pinnacle Asset Management at Raymond James
Location: Murfreesboro, Tennessee, United States 4 work roles 1 school
1 work email found @raymondjames.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

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Current company
Raymond James
Role
Registered Investment Advisor Representative at Pinnacle Asset Management
Location
Murfreesboro, Tennessee, United States
Company size
12938 employees

Who is Lori Mckellar? Overview

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Quick answer

Lori Mckellar is listed as Registered Investment Advisor Representative at Pinnacle Asset Management at Raymond James, a with 12938 employees, based in Murfreesboro, Tennessee, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Lori Mckellar.

Lori Mckellar previously worked as Affiliate Advisor at Emico Advisory Services and Chief Financial Officer/Investment Advisor Representative at Mcknight Advisory Group, Inc. Lori Mckellar holds Bachelor Of Science from University Of Tennessee-Knoxville.

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Email format at Raymond James

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{first}.{last}@raymondjames.com
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Profile bio

About Lori Mckellar

Over the past eight years of my career, I have worked in numerous aspects of the financial services industry. My focus is helping clients navigate through life's milestones and keeping an eye on their goals related to investment and retirement planning. I enjoy building and maintaining relationships with individuals and families by providing comprehensive financial planning. Keeping an eye on Medicare, social security, estate planning and risk assessment are all pieces of the puzzle.

Listed skills include Insurance, Financial Services, Retirement Planning, Investments, and 1 others.

Current workplace

Lori Mckellar's current company

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Raymond James
Raymond James
Registered Investment Advisor Representative at Pinnacle Asset Management
st. petersburg, florida, united states
Website
raymondjames.com
Employees
12938
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4 roles · 18 years

Lori Mckellar work experience

A career timeline built from the work history available for this profile.

Registered Investment Advisor Representative At Pinnacle Asset Management

Current
Raymond James

Murfreesboro, Tn

Securities offered through Raymond James Financial Services,Inc. Member FINRA/SIPC and are not insured by bank insurance, the FDIC or anyother government agency, are not deposits or obligations of the bank, are not guaranteedby the bank, and are subject to risks, including the possible loss of principal. Investmentadvisory services offered through Raymond James Financial Services Advisors, Inc.Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are notregistered broker/dealers and are independent of Raymond James Financial Services,Inc.For important disclosure information, please see “Social Media Disclosure” link in the“Contact Info” section.

Apr 2017 - Present

Affiliate Advisor

Emico Advisory Services

Greater Atlanta Area

At EMICO, we strived to aid clients with comprehensive advisory services. The five areas of service offered:Cash Flow AnalysisInvestmentsTax Strategies Related to InvestingEstate Planning ReviewRisk Assessment

Mar 2016 - Mar 2017

Chief Financial Officer/Investment Advisor Representative

Mcknight Advisory Group, Inc

Murfreesboro, Tn

Maintained all financial operations of business as well as aiding client's with their financial and insurance needs.

2015 - 2016 ~1 yr

Insurance Producer/ Bookkeeper

Mcknight Advisory Group, Inc
2009 - 2016 ~7 yrs
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →

CP Connor Pridnia Connor Pridnia Colleague at Raymond JamesGastonia, North Carolina, United States View → AV Andrew Vanore, Cpfa® Andrew Vanore, Cpfa® Colleague at Raymond JamesGreensboro, North Carolina, United States View → JN Jessica Norris Jessica Norris Colleague at Raymond JamesIndianapolis, Indiana, United States View → GF Gary Farthing Gary Farthing Colleague at Raymond JamesWhite Lake, Michigan, United States View → WV Willem Vandooijeweert Willem Vandooijeweert Colleague at Raymond JamesSt Petersburg, Florida, United States View → KP Katelyn Pearson Katelyn Pearson Colleague at Raymond JamesMiami-Fort Lauderdale Area, United States View → DM David Mackinnon David Mackinnon Colleague at Raymond JamesToronto, Ontario, Canada View → MD Mike Dephilippis Mike Dephilippis Colleague at Raymond JamesElk Grove, California, United States View → HS Heidi Strange Heidi Strange Colleague at Raymond JamesKaty, Texas, United States View → LH Lauren Hall Lauren Hall Colleague at Raymond JamesMemphis, Tennessee, United States View →
1 education record

Lori Mckellar education

  • University Of Tennessee-Knoxville
    University Of Tennessee-Knoxville
    Bachelor Of Science
FAQ

Frequently asked questions about Lori Mckellar

Quick answers generated from the profile data available on this page.

What company does Lori Mckellar work for?

Lori Mckellar works for Raymond James.

What is Lori Mckellar's role at Raymond James?

Lori Mckellar is listed as Registered Investment Advisor Representative at Pinnacle Asset Management at Raymond James.

What is Lori Mckellar's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Lori Mckellar at Raymond James.

Where is Lori Mckellar based?

Lori Mckellar is based in Murfreesboro, Tennessee, United States while working with Raymond James.

What companies has Lori Mckellar worked for?

Lori Mckellar has worked for Raymond James, Emico Advisory Services, and Mcknight Advisory Group, Inc.

Who are Lori Mckellar's colleagues at Raymond James?

Lori Mckellar's colleagues at Raymond James include Connor Pridnia, Andrew Vanore, Cpfa®, Jessica Norris, Gary Farthing, and Willem Vandooijeweert.

How can I contact Lori Mckellar?

You can use AeroLeads to view verified contact signals for Lori Mckellar at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Lori Mckellar attend?

Lori Mckellar holds Bachelor Of Science from University Of Tennessee-Knoxville.

What skills is Lori Mckellar known for?

Lori Mckellar is listed with skills including Insurance, Financial Services, Retirement Planning, Investments, and Asset Management.

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