CHARLESTON, S.C.– Pinnacle Financial Partners has welcomed three new members to the Pinnacle Asset Management team, which provides tailored comprehensive financial planning, investment management, securities trading and execution to Pinnacle clients. Manny Jimenez, Jacob Wright and Taylour Schutter bring their expansive knowledge to the Mount Pleasant office.
“Our Asset Management team works hard day in and day out to continue to provide distinctive service and effective advice to our clients, and we are confident Manny, Jacob and Taylour will be instrumental in helping us exceed our clients’ expectations,” said Brad Sears, managing director of Pinnacle Asset Management. “Their approach to developing client relationships and providing superior service is unmatched and aligns perfectly with Pinnacle’s mission to serve the communities we live and work in. We are thankful to have them on the team.”
Jimenez, RICP®, CRPC®, CRC®, AIF®, will serve as a managing director for Pinnacle Asset Management. In his previous position as a managing director and senior financial advisor for Truist Securities, Jimenez managed over $200 million for his clients. In addition to his other designations, Jimenez holds FINRA series 7, series 63, series 65, series 9/10 and series 24 licenses. He received his bachelor’s degree from The Citadel.
Wright joins the team as a financial consultant. Wright, who has 14 years of financial experience, most recently served as a financial advisor for Truist Investments’ Private Client Group. There, he helped his clients with financial planning and investment management, providing distinctive, personalized advice to help clients reach their financial goals. He received his MBA from Campbell University and is a Certified Financial Planner®.
As a sales assistant, Schutter brings her seasoned perspective to the team of industry experts. She previously served as a client service associate for Truist Investment Services, where she maintained positive long-term relationships with clients and anticipated their needs. She holds a bachelor’s degree from Austin Peay State University.
Pinnacle Asset Management is a division of Pinnacle Financial Partners. The financial advisors there work through Raymond James Financial Services, Inc. to provide advice and services to businesses and individuals with significant investment needs. They have access to the full suite of investment products offered by Raymond James and serve clients from offices across Pinnacle’s footprint.
About Pinnacle Financial Partners
Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm is the No. 1 bank in the Nashville- Murfreesboro-Franklin MSA, according to 2022 deposit data from the FDIC, is listed by Forbes as No. 27 among America’s Best Banks, higher than any other bank headquartered in Tennessee, North Carolina, South Carolina or Georgia. Pinnacle also earned a spot on the 2023 list of 100 Best Companies to Work For® in the U.S., its seventh consecutive appearance and was recognized by American Banker as one of America’s Best Banks to Work For 10 years in a row and No. 1 among banks with more than $11 billion in assets in 2022.
The firm began operations in a single location in downtown Nashville, TN, in October 2000 and has since grown to approximately $45.1 billion in assets as of March 31, 2023. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 17 primarily urban markets across the Southeast.
Additional information concerning Pinnacle, which is included in the Nasdaq Financial-100 Index, can be accessed at www.pnfp.com.
* This ranking is not based in anyway on an individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement and may not be representative of individual clients’ experience. Raymond James is not affiliated with FORTUNE.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc., is a financial services firm supporting more than 7,500 independent financial advisors nationwide. Since 1974, Raymond James Financial Services, Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,700 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately$1.26 trillion.
About the Financial Institutions Division of RJFS
The Financial Institutions Division was established by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides full-service securities brokerage and advisory services to financial institutions seeking to compete with the largest banks and securities firms in the country. In addition to a full complement of investment products and services, Raymond James has the ability to deliver investment banking, public finance, research, self-clearing capabilities and wealth management services to both individuals and institutions.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Pinnacle Financial Partners, Pinnacle Asset Management and Pinnacle Bank are not registered broker/dealers and are independent of Raymond James Financial Services. Located at 150 3rd Avenue South, Nashville, TN, 37201, (615) 690-1417.
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