Experienced Team of Wealth Advisors Joins Pinnacle in the Triad

Experienced Team of Wealth Advisors Joins Pinnacle in the Triad

December 02, 2020

A team of experienced wealth advisors formerly with Wells Fargo has joined Pinnacle Asset Management in the Triad, serving businesses and individuals with significant investment needs. Tracy Cottingham, Jeff Chesson and Steve Brackman all started today as senior vice presidents with Pinnacle and private wealth managers with Raymond James Financial Services, as did registered sales assistant Angela Dodson.

“At Pinnacle we build deep relationships with clients to meet all of their needs, including wealth management and financial planning,” said Reid Marks, market president for Pinnacle’s central North Carolina region. “Steve, Jeff, Tracy and Angela have the expertise our clients want and the experience they need. Their track record of helping clients work toward their goals will add another dimension of service to what we can offer in the Triad.”

Cottingham, Chesson and Dodson are based in Pinnacle’s office at 707 Green Valley Rd. in Greensboro.

Cottingham brings a total of 21 years of financial services experience in Greensboro from Merrill Lynch and Wells Fargo. He holds a bachelor’s degree in business management from Mars Hill College and Series 7, 63, 65 and North Carolina LTC, Life and Health Insurance Licenses.

Chesson joined Pinnacle following a 16-year tenure with Wells Fargo. He is a CERTIFIED FINANCIAL PLANNER and holds Series 7, 63, 65 and North Carolina LTC, Life and Health Insurance Licenses. He earned a bachelor’s degree in business management from North Carolina State University.

Dodson comes to Pinnacle with 16 years of expertise in supporting wealth managers and their clients with reports, trade confirms, record-keeping, operational and other services at Wells Fargo.

Brackman is based in the Pinnacle’s office at 2630 Eastchester Dr. in High Point, bringing a total of eight years of financial services experience in the Triad at Edward Jones and Wells Fargo. He holds Series 7 and 66 licenses and a bachelor’s degree in business administration from Morehead 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 in Tennessee, North Carolina, South Carolina, Virginia and Atlanta.

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. Pinnacle earned a spot on FORTUNE's 2020 list of 100 Best Companies to Work For® in the U.S., its fourth consecutive appearance. American Banker recognized Pinnacle as one of America’s Best Banks to Work For eight years in a row and No. 1 among banks with more than $10 billion in assets in 2020.

Pinnacle entered the North Carolina market in 2017 when it acquired BNC Bancorp, known locally as Bank of North Carolina. Pinnacle continues BNC’s practice of offering community bank service with the resources and sophistication of a larger firm.

The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $33.8 billion in assets as of Sept. 30, 2020. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 12 primarily urban markets in Tennessee, the Carolinas, Virginia and Atlanta.

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 8,200 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 8,200 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $877 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.

*Fortune collaborated with their partner Korn Ferry Hay Group on this survey of corporate reputations. Beginning with a universe of about 1,500 candidates: the 1,000 largest U.S. companies ranked by revenue, along with non-U.S. companies in Fortune’s Global 500 database that have revenues of $10 billion or more, they then winnowed the assortment to the highest-revenue companies in each industry, a total of 680 in 30 countries. The top-rated companies were picked from that pool of 680; the executives who voted work at the companies in that group. To determine the best-regarded companies in 52 industries, Korn Ferry Hay Group asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating nor is Raymond James affiliated with Fortune.

This ranking is not based in anyway on the 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 American Banker. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.