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October 02, 2020 at 02:56 PM
Raymond James Financial Institutions Division has added four advisors to Pinnacle Asset Management, the wealth management arm of Raymond James-affiliated Pinnacle Financial Partners.
Together, the group of four registered reps — who joined Pinnacle from Wells Fargo and other firms — managed $678 million in client assets.
The advisors are Scott Southerland, Jeff Cox, Mark Whitley and Josh Holby, who will work out of offices in North Carolina and Georgia.
“Pinnacle is a highly respected bank, and I’m proud of our outstanding 18-year relationship with them as we continue to attract experienced professionals who are looking for a partner that goes well beyond brokerage — a full-service provider that offers the sophisticated, high-touch support to help meet clients’ evolving needs,” said Tim Killgoar, senior vice president and FID national director.
The advisors have varied levels of experience and backgrounds. Southerland will join as senior vice president and financial consultant for Pinnacle in the Winston-Salem, North Carolina, office.
He previously was a wealth manager with BB&T Wealth for 14 years, managing $179 million in client assets. Before that, he was with Consolidated Planning and an internal consultant for Sara Lee Corp.
Cox, who will join Pinnacle’s Atlanta office, was previously with Synovus Securities for 15 years, managing $176 million in client assets. He also spent 11 years with SouthTrust Securities.
Both Whitley and Holby will join Pinnacle’s Charlotte, North Carolina, office and operate as Strategies Capital Advisors. Previously, they were with Wells Fargo , where they managed $323 million in client assets.
Whitley has 20 years of experience, including working with Merrill Lynch Wealth Management. Holby has been in the business 10 years, including at Merrill Lynch.
