Pinnacle Asset Management Advisors Join Elite Raymond James Council

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News Releases

Pinnacle Asset Management Advisors Join Elite Raymond James Council

Barry Moody and Chris Adams invited to serve with nationwide group
May 22, 2019

Two advisors from Pinnacle Asset Management have been asked to join an elite, nationwide group of Raymond James advisors that specializes in working with corporate retirement plans. Barry Moody, financial consultant and investment executive, and Chris Adams, financial consultant, were chosen to become part of the Retirement Planning Advisory Council (RPAC) of Raymond James.

“Barry and Chris represent the very top tier of advisors,” said Gary Collier, manager of Pinnacle Asset Management. “They have established a standard of care for serving retirement plans and their sponsors. The select group they are joining represent less than 1 percent of all Raymond James advisors, and they are dedicated to helping clients manage corporate retirement plans with a fiduciary standard of care.”

The two have worked with corporate retirement plans for decades, helping local companies manage 401(k) and other employee benefit plans. They consult on design, management and investment and also serve as plan fiduciaries.

Based nationwide, RPAC advisors act with care, prudence and diligence to consult with businesses on evaluating alternatives and coordinating the different components of the 401(k) process on an ongoing basis. They serve as trusted consultants with a wide array of available solutions and access to dedicated support through Raymond James Institutional Fiduciary Solutions (IFS), though they are under no obligation to use proprietary products.

In addition to working with retirement plans, Moody and Adams provide comprehensive investment advice, planning, and retirement solutions to individuals.

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 and Virginia. 

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 2019 list of the 100 Best Companies to Work For® in the U.S., its third consecutive appearance. American Banker recognized Pinnacle as one of America’s Best Banks to Work For six years in a row.

The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $25.6 billion in assets as of March 31, 2019. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 11 primarily urban markets in Tennessee, the Carolinas and Virginia.

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 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.