Detailed planning is OUR CORE CAPABILITY

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.

Meet our Financial Team

Sam Oakley
Samuel Oakley, AAMSTM
Executive Vice President and Managing Director, PAM Financial Advisor, RJFS
Jon Lockmiller
Jonathan Lockmiller, CRPC®, AIF®
Senior Vice President, PAM Financial Advisor, RJFS
Taylor Francis
Taylor Francis, CFP®, ChFC®
Senior Vice President, Pinnacle Asset Management Financial Consultant, RJFS
Bev Herbert
Beverly Herbert, CDFA®
Senior Vice President, PAM Client Services Director, RJFS
Great things in business are never done by one person. They’re done by a team of people.
Steve Jobs

The future at your fingertips

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.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.  The Oakley Group, 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 insures, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. 

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