Raymond James Financial Institutions Division welcomes Pinnacle Financial Partners advisor managing $243 million
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) recently welcomed financial advisor Joseph L. Martinez to Pinnacle Asset Management, located at Pinnacle Financial Partners, a current FID-affiliated branch, according to Stephen Kruchten, senior vice president and FID national director. Through this new alignment, Martinez will offer clients financial planning and wealth management services through Raymond James Financial Services, Inc.
Operating as part of Pinnacle's Nashville, Tennessee office, Martinez is joined by registered client services associate Lucy Chism. He previously managed approximately $243 million in client assets at Wells Fargo Advisors.
"The comprehensive investment and financial planning platform provided by Raymond James, along with its steadfast commitment to investing in cutting-edge technologies, immediately caught my attention," said Martinez. "This, coupled with a culture where every member of the organization prioritizes client experience, made transitioning to the firm a compelling choice."
A native of Nashville, Martinez began his career in financial services in 1999 and previously spent nearly eight years with Wells Fargo. He is committed to continuous education and has earned the Chartered Retirement Planning CounselorSM, Accredited Wealth Management AdvisorSM, Accredited Asset Management SpecialistSM, Certified Wealth Strategist® and Chartered Financial Consultant® professional designations.
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 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.42 trillion as of Feb. 29, 2024. 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.