PINNACLE FINANCIAL PARTNERS, INC. Pinnacle Financial Partners, a bank based in Nashville, TN, is growing its presence in Birmingham with new associates and additional capabilities. The firm has added five financial professionals to the team to help expand product and service offerings.
"We're building Pinnacle's team in Alabama," said Mark Imig, Pinnacle's regional president in Birmingham. "Pinnacle has a unique culture designed to deliver an unmatched associate and client experience. Given all the disruption in banking right now, our model will keep driving strong expansion in the region, and certainly here in Birmingham. We have plans to keep growing with new team members and locations in Alabama. This is just the beginning."
Pinnacle opened in Birmingham with four founding associates and now expands the team to nine, including:
- Bob Smith, a financial consultant with Pinnacle Asset Management and Raymond James serving clients' financial planning and investment needs who will have offices in both Birmingham and Huntsville.
- Brent Boltwood, a financial advisor serving private banking and wealth clients.
- Wesley Worsham, a treasury management advisor helping clients with cash management and payment solutions.
- Austin Baggett , a credit analyst working closely with the lending team and their clients.
- Beth Jones , a financial reporting analyst supporting the entire team.
"It's important to us to be able to provide the full range of financial services so we can meet any need for personal and business clients," Imig said. "We're several steps closer to that today with the addition of wealth banking, investment services and treasury needs."
New Additions to Team Pinnacle in Birmingham
Bob Smith, Financial Consultant
Smith joins Pinnacle Asset Management with 34 years of experience in financial services. He started his career at Central Bank of the South and also spent time at BBVA Compass. For the last several years, Smith has served clients' financial planning and investment needs at BBVA Compass Investment Solutions. He specializes in portfolio analysis, financial planning strategies and securities sales. He earned his bachelor's degree at Auburn University and holds series 7, 52, 63 and Alabama insurance licenses. He is a Certified Financial Planner™ (CFP®) and Certified Retirement Counselor® (CRC®).
Pinnacle Asset Management is a division of Pinnacle Financial Partners. Financial advisors partner 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.
Brent Boltwood, Financial Advisor
Boltwood comes to Pinnacle with 18 years of financial experience, most recently as a global wealth private banker at BBVA. There he worked with 150 clients and supported their entire financial portfolio from wealth management and investments, liquid assets and lending. He has also worked as an assistant relationship manager and was an account executive at Bank of America.
Boltwood earned his bachelor's degree from Samford University and holds series 66, 7 and life, health and HMO insurance licenses. He is involved with Leadership UAB, Sons of the American Revolution and volunteers with Habitat for Humanity, Firehouse Shelter, Wald Park Re-Build and other organizations.
Wesley Worsham, Treasury Management Advisor
Worsham brings 25 years of experience to his role at Pinnacle, coming from BBVA where he was a senior vice president for treasury and payment solutions. He worked with corporate and commercial clients with the payables and purchasing processes. Before that, he was with Regions working in commercial cards, public and non-profit relationship management and treasury management. He began his career in treasury at Trustmark National Bank.
Worsham earned his bachelor's degree at the University of Mississippi and completed the Graduate School of Banking at Louisiana State University. He is a Certified Treasury Professional (CTP) and a Certified Purchasing Card Professional (CPCP). He is a member of numerous professional organizations, including Association for Financial Professionals and the National Association of Purchasing Card Professionals.
Austin Baggett, Credit Analyst
Baggett joins Pinnacle from Wells Fargo, where he was a senior financial analyst working closely with lenders on complex middle market banking solutions. He earned his bachelor's degree from Auburn University.
Beth Jones, Financial Reporting Analyst
Jones spent 30 years at Regions in Birmingham, most recently as a senior financial analyst. For most of that time, she worked largely with commercial and other leaders to track results and budgeting. She began her career as a teller in 1991. Jones earned her bachelor's degree from Auburn University.
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 2021 list of the 100 Best Companies to Work For® in the U.S., its fifth consecutive appearance. American Banker recognized Pinnacle as one of America's Best Banks to Work For eight years in a row and No. 1 among banks with more than $10 billion in assets in 2020.
Pinnacle entered Alabama in the summer of 2021 by hiring a team of local financial services professionals to open offices in Huntsville and Birmingham.
The firm began operations in a single location in downtown Nashville, TN, in October 2000 and has since grown to approximately $35.4 billion in assets as of June 30, 2021. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 14 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.
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.
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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Pinnacle Financial Partners Inc. published this content on 30 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 30 September 2021 17:41:03 UTC.
