Josh Holby
1213 W Morehead Street
Charlotte, NC28208
Josh Holby is a senior vice president and managing director for Pinnacle Asset Management, the company'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 company 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.
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 an 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.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
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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