Four advisers collectively managing $678 million have joined Pinnacle Asset Management, the wealth management arm of Pinnacle Financial, a Tennessee-based bank holding company. The four advisers are now affiliated with Raymond James through its division serving financial institutions and its unit for independent advisers.
Scott Southerland previously managed $179 million at BB&T Wealth in Winston-Salem, North Carolina, where he worked for 14 years.
Jeff Cox spent the last 15 years with Synovus Securities in Atlanta, where he managed $176 million.
Mark Whitley and Josh Holby worked at Wells Fargo Financial Advisors in Charlotte, North Carolina, where they managed $323 million.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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