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March 4, 2021
ST. PETERSBURG, Fla. – Raymond James Financial Institutions Division (FID) welcomed experienced financial advisors Tracy Cottingham, Steve Brackman and Jeff Chesson, CFP®, collectively managing over $260 million in client assets, to the firm’s growing division and to Pinnacle Asset Management, the wealth management arm of Pinnacle Financial Partners and a current FID-affiliated branch, according to John Houston, FID East division director. The advisor team comes from Wells Fargo Advisors and operates as Capstone Investment Partners, located in Greensboro, North Carolina. Joining them is Angela Dodson, registered sales assistant.
“During our extensive due diligence process, we were looking for a firm that shares our core values and culture, and we ultimately found that in Raymond James,” said Cottingham. “The firm puts clients first and offers an abundance of resources available at our fingertips. Their cutting-edge technology and in-house marketing team exceeded all of our expectations. We look forward to growing our practice and expanding in the North Carolina area.”
Cottingham joins Pinnacle Financial Partners as a senior vice president and has more than 21 years of financial industry experience. He began his career as an advisor at Merrill Lynch in 1999 and then served clients at Wells Fargo Advisors for 13 years. Cottingham is a graduate from Mars Hills College with a degree in business management.
Brackman joins Pinnacle Financial Partners as a senior vice president and has more than nine years of experience in the financial services industry. He began his career in 2012 as an advisor at Edward Jones before joining Wells Fargo Advisors in 2014. Brackman earned a degree in business administration from Morehead State University.
Chesson joins Pinnacle Financial Partners as a senior vice president and has worked in the financial services industry for more than 17 years. He began his career as a private banker at Wells Fargo Advisors. In 2016, he became a financial advisor at the firm. Chesson is a graduate from North Carolina State University in Raleigh with a degree in business management. He has also earned the CERTIFIED FINANCIAL PLANNER™ certification from the College of Financial Planning.
The financial advisors with Pinnacle Asset Management work through Raymond James Financial Services, Inc., to provide advice and services to businesses and individuals with investment and wealth management needs. They have access to the full suite of investment products offered by Raymond James and serve clients from offices throughout Tennessee, North Carolina, South Carolina, Virginia and Georgia.
“We are pleased to welcome Tracy, Steve and Jeff to Raymond James’ Financial Institutions Division,” said Tim Killgoar, senior vice president and FID national director. “Pinnacle is a highly respected bank, and I’m proud of our longstanding relationship with them as together, we continue to attract experienced professionals who are looking for a partner that goes well beyond just brokerage – a full-service provider that offers the sophisticated, high-touch support to help meet clients’ evolving needs.”
About the Financial Institutions Division About Raymond James Financial Services About Pinnacle Financial Partners
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.
Raymond James Financial Services, Inc. is a financial services firm supporting 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 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.03 trillion.
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 firm began operations in a single location in downtown Nashville, Tennessee, in October 2000 and has since grown to approximately $29.3 billion in assets as of March 31, 2020. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 12 primarily urban markets in Tennessee, the Carolinas, Virginia and Georgia. Additional information concerning Pinnacle, which is included in the Nasdaq Financial-100 Index, can be accessed at pnfp.com.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. 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 Pinnacle Financial Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
