Brock Kidd Lands in Top Five In the State on Barron's Top 1,200 Financial Advisors List
Brock Kidd, a founding partner and managing director for Pinnacle Asset Management and private wealth manager with Raymond James Financial Services, Inc., is among the top five financial advisors in Tennessee according to Barron’s list of the 2024 Top 1200 U. S. Financial Advisors Ranked by State (barrons.com).* It’s the third consecutive year Kidd has appeared on the list, moving up several spots from No. 11 on last year’s Tennessee list. The prestigious 2024 list draws from all 50 states, plus the District of Columbia.
“I’m honored to be named one of the top private wealth advisors in the country,” Kidd said. “To be given this recognition reflects our culture of service and focus on clients above all else. I am incredibly proud of the commitment to the individual level of service we have built at Pinnacle Asset Management and the resulting trust our clients place in us.”
Barron’s, a financial outlet published by Dow Jones & Co., produced the listing of distinguished advisors after weighing criteria, such as assets under management, revenue produced for the firm, regulatory records, quality of practice and philanthropic work.
Kidd is one of just 18 private wealth advisors in Tennessee and eight in Nashville to make this list. With more than 30 years of experience, he is the number one financial consultant in the Raymond James Financial Institutions Division.
Brock Kidd joined Pinnacle Financial Partners in 2000 and became a registered agent for Raymond James in 2002. Currently, Kidd Private Wealth Group has over $1 billion in assets under management. More information about Kidd and Kidd Private Wealth Group is available at BrockKidd.com.
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 across Pinnacle’s footprint.
About Pinnacle Financial Partners
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 firm is the No. 1 and fastest growing bank in the Nashville-Murfreesboro-Franklin MSA, according to 2023 deposit data from the FDIC, is listed by Forbes as No. 27 among America’s Best Banks, higher than any other bank headquartered in Tennessee, North Carolina, South Carolina or Georgia. Pinnacle also earned a spot on the 2023 list of 100 Best Companies to Work For® in the U.S., its seventh consecutive appearance and was recognized by American Banker as one of America’s Best Banks to Work For 11 years in a row and No. 1 among banks with more than $10 billion in assets in 2023.
The firm began operations in a single location in downtown Nashville, TN, in October 2000 and has since grown to approximately $48.0 billion in assets as of Dec. 31, 2023. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 17 primarily urban markets across the Southeast.
Additional information concerning Pinnacle, which is included in the Nasdaq Financial-100 Index, can be accessed at www.pnfp.com.
*This ranking is not based in anyway on an 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 FORTUNE.
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 8,700 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $1.26 trillion.
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.
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