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

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.