Raymond James Financial Institutions Division welcomes advisor with Pinnacle Financial Partners managing $133 million in client assets
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Mike Glennon, CRPC® to Pinnacle Asset Management, the wealth management arm of Pinnacle Financial Partners and a current FID-affiliated branch, according to Tim Killgoar, senior vice president and FID national director. Through his new alignment, Glennon will offer clients financial planning and wealth management services through Raymond James Financial Services, Inc., member FINRA/SIPC.
Glennon previously managed approximately $133 million in client assets at Truist and provides financial guidance to a diverse range of clients, from individuals and families to businesses. He is currently based in Pinnacle’s Mt. Pleasant, South Carolina office and is expected to move to a newly built office in Charleston once it’s completed.
“What attracted me to Raymond James was the full suite of investment products and services along with the added benefit of superior technology not only for my practice for my clients, as well,” said Glennon. “I feel I’ve secured every possible advantage to help my clients pursue their financial goals with this move.”
Glennon brings more than 17 years of financial services experience as senior vice president and wealth advisor. Prior to Truist, he worked as an advisor and private real estate investor at Merrill Lynch and as a NASDAQ trading manager for Fidelity Investments. Glennon graduated from Binghamton University with a bachelor’s degree in political science. In addition, he earned the professional designation of Chartered Retirement Planning CounselorSM from the College for Financial Planning.
Pinnacle Asset Management is a division of Pinnacle Financial Partners. Its financial associates are affiliated with 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, including Tennessee, North Carolina, South Carolina, Virginia and Georgia.
About the Financial Institutions Division
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.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,600 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.16 trillion as of Aug. 31, 2022. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Pinnacle Bank and Trust and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.