Wealth Management Trio Join Pinnacle's New Refinery Office in Charlotte

News Releases

News Releases

Wealth Management Trio Join Pinnacle's New Refinery Office in Charlotte

August 12, 2020

Pinnacle Financial Partners is bringing strong and experienced talent on board in Charlotte to serve clients’ wealth management needs. Josh Holby, Mark Whitley and Jennifer Wichman have joined Pinnacle Asset Management, the firm’s unit for investment management and securities trading and execution. They are based at Pinnacle’s new office at The Refinery, 1213 W Morehead St. Previously, the trio worked at Wells Fargo Financial Advisors in Charlotte.

“Josh, Mark and Jennifer know all sides of wealth management and banking, and that well-rounded experience prepares them well to be great financial services partners to their clients,” said Gary Collier, manager of Pinnacle Asset Management. “Josh and Mark are well-known, trusted advisors, and Jennifer’s commitment to excellent client service make the trio a perfect fit for Pinnacle.”

Holby, with 10 years of experience, joins Pinnacle as a senior vice president and managing director. At Wells Fargo, he managed a $100,000,000 book of business as a financial advisor and vice president of investments, providing financial planning to a diverse group of retail clients including investment banking clients, corporate executives, small business owners and retirees. Prior to Wells Fargo, he worked for Merrill Lynch Wealth Management.

Holby holds CFP® and AAMS® designations, Series 7 and 66 securities licenses and is licensed in life and long term care insurance. In 2019 Josh was recognized by Forbes as a Top Next- Gen Best-In-State Wealth Advisor.

Whitley brings 20 years of financial services experience to his role of senior vice president and managing director. At Wells Fargo, he was a senior financial advisor, investment officer and portfolio manager overseeing a $200,000,000 book of business.

Previous roles included serving as financial advisor for Merrill Lynch Wealth Management; independent broker and financial advisor for Whitley Financial LLC; Synergy Investment Group and a financial planner for Prudential Financial.

Wichman, with 15 years of financial industry experience, joins the Pinnacle Asset Management team as a sales assistant. At Wells Fargo Financial Advisors, she was a senior registered client associate focused on client satisfaction. Wichman also served as an integral part of the financial advisor/client relationship as a consistent resource for clients.

Wichman holds Series 6, 7, 31, 63 and 66 securities licenses as well as North Carolina life and health and long term care.

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
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 2020 list of the 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 seven 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 $33.3 billion in assets as of June 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 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.

*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. 

2019 Next-Gen Best-In-State Wealth Advisors
SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.