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    150 3rd Ave S Ste 900 Nashville, TN 37201-2034
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    128 Franklin Rd Brentwood, TN 37027-4637 T: 615.743.8875 F: 615.743.6159
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Turn IRA assets into charitable contributions
New legislation may affect your philanthropic strategy.
Estate & Giving
Maximizing inheritance with a step up
The adjustment in basis is a crucial tax consideration – what can it mean for you?
Estate & Giving
Read
Listen
The results are in – families want to give back and give big
Discover key insights about strategic giving, courtesy of Nicole Hisler, director of charitable solutions at Raymond James Trust.
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Estate & Giving
Annuities for investing and risk management
Annuities are multifaceted, sophisticated tools that can serve goals beyond income generation, the role for which they are best known.
Retirement & Longevity
Read
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
Read
The many business benefits of participating in charity
How to involve your employees and customers in the process.
Estate & Giving
Read
Focus on philanthropy this Fall
Review key market dates and timely financial planning tasks.
Estate & Giving
Wills, trusts, POAs and directives: What’s the difference?
Explore the various types of estate planning documents and how they factor into your financial plan.
Estate & Giving
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving

Trusted investment guidance

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  • Moody + East Investment Partners
  • Nashville 150 3rd Ave S Ste 900 Nashville, TN 37201-2034
  • Map & Directions
  • Map & Directions
  • Moody + East Investment Partners
  • Brentwood 128 Franklin Rd Brentwood, TN 37027-4637
  • T 615.743.8875
  • F 615.743.6159
  • Map & Directions
  • Map & Directions

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.. 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.

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