Mark Whitley

Mark Whitley

Mark Whitley
Financial Consultant

1213 W Morehead Street
Charlotte, NC28208
Phone: 704.985.7994
Fax: 704.985.7995

Mark Whitley 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.

Whitley joined Pinnacle in 2020 with 20 years of financial services experience. He came from Wells Fargo Financial Advisors, where he was a senior financial advisor, investment officer and investment 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.

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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 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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