Josh Holby

Josh Holby

Josh Holby
Financial Consultant

1213 W Morehead Street
Charlotte, NC 28208
Phone: 704.985.7992
Fax: 704.985.7993

Josh Holby is a senior vice president and managing director for Pinnacle Asset Management, the firm’s unit for investment management and securities trading and execution through Raymond James Financial Services, Inc. He is based at Pinnacle’s office at The Refinery, 1213 W Morehead Street in Charlotte.

Before joining the firm in 2020, Holby was with Wells Fargo Financial Advisors, where he managed a $100,000,000 book of business as a financial advisor and vice president of investments. His role at Wells included 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 he was recognized by Forbes as a Top Next- Gen Best-In-State Wealth Advisor.

Check the background of these investment professionals on FINRA's Broker Check.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value.

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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