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Todd Tindall
Investment Management Consultant, RJFS | Senior Vice President of Investments at Pinnacle West Asset Management, Inc.
About
Todd Tindall is a Senior Vice President of Investments at Pinnacle Asset Management in Chattanooga, Tennessee, where he also serves as an Investment Management Consultant with RJFS. In his current role, Tindall provides tailored investment strategies, portfolio management, and securities offerings to individual and institutional clients, leveraging his decades of industry experience.
Tindall’s expertise is centered in comprehensive wealth management, focusing on traditional equities, fixed income, and diversified portfolios for high-net-worth individuals and businesses. He brings particular experience working with retirement planning, asset allocation across sectors including financials, technology, and healthcare, and risk management solutions.
His career spans significant positions with leading financial firms, including Senior Vice President at Raymond James and Financial Advisor at Morgan Keegan. Tindall holds a bachelor’s degree in psychology from the University of Tennessee-Knoxville and is a graduate of The Baylor School, anchoring his client-focused advisory style in both analytical rigor and interpersonal understanding.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Pinnacle Asset Management | Investment Management Consultant, RJFS | Senior Vice President of Investments | May 2016 to Present | I help guide clients, families and businesses in ever changing markets to make sound planning and investment decisions for now and into the future. Securities offered through Raymond James Financial S... |
| Raymond James | Senior Vice President of Investments | Feb 2013 to May 2016 | I guide clients, families and businesses in ever changing markets to make sound planning and investment decisions for now and into the future. |
| Morgan Keegan | Financial Advisor | Feb 2004 to Feb 2013 | I guide clients, families and businesses in ever changing markets to make sound planning and investment decisions for now and into the future |
| Suntrust | Trust BDO | Aug 1997 to Feb 2004 | Introduce the world of trust services to good Chattanooga families |
| Nationsbank | Business Banker | Jun 1994 to Aug 1997 | Service independent business clients and introduce the services of Nationsbank |
Education
University of Tennessee-Knoxville
Bachelor's degree, Psychology
1981 — 1983
The Baylor School
1976 — 1980
Skills & Expertise
Others at Pinnacle West Asset Management, Inc. (2)
| Name | Role | Location |
|---|---|---|
G G Estevein Perkins | Asset Manager | Chicago, IL , United States |
K Kenyon Lederer | Chief Investment Officer | Roseville, CA , United States |
