Tammy Michelle Bowling

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → Present
  Raymond James Financial Services, Inc,
  Nashville, TN
• 03/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Nashville, TN
• 05/2014 → Present
  Pinnacle Bank
  Nashville, TN
• 08/2020 → Present
  Pinnacle Asset Management
  Nashville, TN
• 03/2024 → Present
  Burton Hills Investment Partners
  Nashville, TN

Previous Registrations

• 2004-10-28 → 2009-01-12
  Stifel, Nicolaus & Company, Incorporated
  Nashville, TN
  Nashville, TN

Other Businesses

(1) Name of Business: Burton Hills Investment Partners Address: 150 3rd Ave S Ste 900, Nashville, TN, 37201-2034, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/05/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Normal brokerage business activity - DBA only (2) Name of Business: Hayes Sammie Address: 520 Redstone, Gallatin, TN, 37066, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 11/23/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sign documents for Red Cedar Glen assisted living on behalf of my mom. Both my sister and I are listed as signers on my mom's bank account to pay bills as needed. (3) Name of Business: Pinnacle Asset Management Address: 150 3rd Ave S Ste 700, Nashville, TN, 37201, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/02/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Operations Manager, Sales Assistant

Exams

• S66 Uniform Combined State Law Examination
  2004-10-26
• S63 Uniform Securities Agent State Law Examination
  1999-10-11