Pinnacle Financial Partners’ Chattanooga team continues to grow stronger with trust advisor Sandy Chambers earning a Certifed Financial Planner, or CFP designation. She has been recognized by the Certified Financial Planning Board of Standards as meeting the rigorous experience and ethical requirements of the CFP Board, as well as completing coursework and passing examination.
Ms. Chambers has 35 years of financial services experience and has served in the Chattanooga office since it was CapitalMark Bank & Trust before its merger with Pinnacle in 2015. She delivers comprehensive wealth management and trust administration to help clients build and maintain wealth. She has particular expertise in financial planning, risk management, investments, tax planning, estate planning and retirement and employee benefits.
Ms. Chambers holds several other designations, including Personal Finance Specialist, Certified Trust and Financial Advisor and Accredited Estate Planning, as well as being a Certified Public Accountant. She works in Pinnacle’s Broad Street office in downtown Chattanooga.