Brock Kidd is the No. 1 Financial Consultant Nationally in the Raymond James Financial Institutions Division 2022

Brock Kidd is the No. 1 Financial Consultant Nationally in the Raymond James Financial Institutions Division 2022

November 28, 2022

For the second year in a row, Pinnacle Asset Management’s Brock Kidd is the No. 1 financial consultant in the nation among the Financial Institutions Division of Raymond James Financial Services for fiscal year 2021-22. He earned this distinction for having the highest total dollar amount of assets under management at more than $850 million*. Kidd is also ranked No. 14 among Raymond James Financial Services internationally and was named to the company’s Chairman’s Council** for the sixth consecutive year.

“Brock and his team have twice earned their place at the top this list because of their laser focus on service and advice,” said Rob McCabe, Pinnacle’s chairman. “To grow at such a rapid pace during a year of economic uncertainty speaks to the trust his clients place in his stewardship. While we are very proud of this and Brock’s many other accomplishments, earning that level of trust from clients is reward enough.”

Kidd is a founding partner and managing director of Pinnacle Asset Management and a private wealth manager with Raymond James Financial Services, Inc. He began at Pinnacle Asset Management in 2000 and joined Raymond James in 2002. More information about Kidd and Kidd Private Wealth Group is available at BrockKidd.com.

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
The team at 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 company earned a spot on FORTUNE’s 2022 list of the 100 Best Companies to Work For® in the U.S.*, its sixth consecutive appearance. American Banker recognized Pinnacle 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 $41.0 billion in assets as of September 30, 2022. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 15 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.

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.

 

*As of 6/30/2022. Past performance is not indicative of future results. 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.

**Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.