Brock Kidd Ranked to Barron's Top 1,200 Financial Advisors List
Brock Kidd, a founding partner and managing director for Pinnacle Asset Management and private wealth manager with Raymond James Financial Services, Inc., was recently named to Barron’s list of the 2022 Top 1200 U. S. Financial Advisors Ranked by State (barrons.com).* The prestigious 2022 list was published March 11 and draws from all 50 states, plus the District of Columbia.
“I’m honored to be named one of the top private wealth advisors in the country,” Kidd said. “To be included among my peers, people I’ve long admired and respected is humbling.”
Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria, such as assets under management, revenue produced for the firm, regulatory records, and quality of practice.
Kidd, who manages more than $750 million in client assets, is one of just 18 private wealth advisors in Tennessee and seven in Nashville to make the prestigious list. With more than 25 years of experience, he is the number one financial consultant in the Raymond James financial institutions division.
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 2021 list of the 100 Best Companies to Work For® in the U.S.*, its fifth consecutive appearance. American Banker recognized Pinnacle as one of America’s Best Banks to Work For nine years in a row and No. 1 among banks with more than $11 billion in assets in 2021.
The firm began operations in a single location in downtown Nashville, TN, in October 2000 and has since grown to approximately $38.5 billion in assets as of Dec. 31, 2021. 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.
* 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 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $727 billion.
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.
Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 6,186 individual advisors and their firms and include qualitative and quantitative criteria. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
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