MOODY + EAST - Key Persons
Job Titles:
- Founding Partner of Pinnacle Asset Management
- Founding Partner, Pinnacle Asset Management Financial Advisor, RJFS
As a partner of Moody + East Investment Partners, Barry offers financial planning and portfolio management to affluent families and individuals, as well as foundations and endowments. He also focuses on helping retirement plan sponsors establish and manage their company 401(k) plans and helping plan participants save for their own retirements. An Accredited Investment Fiduciary®, he has extensive knowledge in plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.
"I am optimistic, encouraging and service oriented. I always strive to conduct our business in the best interest of our clients," Barry says.
Barry has over 28 years of experience in the financial services industry and was named to the Forbes Best-in-State Wealth Advisors list in 2020 1. He holds Series 7, 63 and 65 securities licenses, and Tennessee life and health insurance licenses.
Barry is a founding partner of Pinnacle Asset Management, which he helped create when Pinnacle Financial Partners was established in September 2000. He managed the asset management team and served on Pinnacle's leadership team through 2007.
Previously, Barry served as vice president of the private client group at SunTrust Equitable Securities. Earlier in his career, he was an investment management consultant at Morgan Keegan, which was acquired by Raymond James during his time there. He attended the University of Maryland, while serving four years in the United States Air Force.
Barry has been active in many organizations in the community throughout his career. He is a past president of the Nashville City Club and the Monteagle Sunday School Assembly, and has served as chair of the Stars Charity Golf Classic and Swing for Sight Charity Golf Tournament.
Barry is a Nashville native and lives here with Amanda, his wife of more than 30 years. They have a daughter, Bradley, and a son, Patrick. In his free time, Barry enjoys golf, jogging, walking and playing pickleball with his family.
Job Titles:
- Member of the Exchange Club of Nashville
Berney Ragan, CFP®, CRPS®, REBC®, is a senior vice president and financial consultant with Pinnacle Asset Management and offers securities as a wealth manager with Raymond James Financial Services, member FINRA/SIPC.
Ragan has extensive experience in insurance solutions and group benefits, began his career in financial services in 1977. Before coming to Pinnacle in 2006, he was with Lincoln Financial Advisors, where he served as a managing principal. Previously he held positions at Metropolitan Federal Savings Bank and Third National Bank.
Ragan is a member of the Exchange Club of Nashville, Estate Planning Council of Nashville, Financial Planning Association and the National Association of Financial Advisors.
Education
Bachelor's degree, Economics, Vanderbilt University
Graduated from the Stonier Graduate School of Banking at Rutgers University
Licenses and Certifications
CERTIFIED FINANCIAL PLANNER™practitioner*
Certified Retirement Plan Specialist
Job Titles:
- Managing Director, Pinnacle Asset Management Financial Advisor, RJFS
Justin works with every member of our team to help ensure an efficient workplace and a quality client experience.
He assists our branch operations manager and compliance manager with branch-related projects and oversight. He talks with clients and relays essential information to your advisors. He assists with our marketing efforts and arranges our seminars. And he conducts retirement planning and market research.
"I believe that my positivity is what sets me apart," he says. "Also, my commitment to follow up with our clients and team. If I say I'm going to do something, you can rest assured that I'll get it done."
His dedication and focus to serving our clients is of utmost importance to him. "I want each person I assist to know I have his or her best interest in mind with each interaction," says Justin. "I put myself in the client's shoes to ensure I am providing the service and professionalism each one deserves."
Justin joined our team in March 2018. Previously, he worked at SunTrust Investment Services in Nashville, where he was a senior investment associate, registered investment associate, senior personal banker and an onboarding and transition specialist for financial advisors.
He earned a bachelor's degree in business administration from Mississippi College and a master's degree in business administration from Delta State University. He holds Series 7, 66, 24 securities licenses and life and health insurance licenses.
Justin was born and raised in Kosciusko, Mississippi, and lives in downtown Nashville. In his free time, he enjoys tennis, travel (he has been to every state except Alaska) and attending concerts of all genres, preferably at smaller, more intimate venues.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank and Moody + East Investment Partners, Pinnacle Financial Partners, 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 insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.