Pinnacle Asset Management's Brock Kidd Named #1 Bank Advisor in U.S.
Three other Pinnacle associates make Top 100 list from Bank Investment Consultant
Bank Investment Consultant magazine has named Pinnacle Financial Partners associate Brock Kidd No. 1 on its list of Top 100 Bank Advisors. This is his eighth appearance on the list.
Pinnacle associates Jamie Hare (No. 20), Brick Sturgeon (No. 47) and Barry Moody (No. 62) also earned spots on the magazine’s annual ranking.
“These four represent the best of what an investment manager can be,” Pinnacle Chairman Rob McCabe said. “Brock, Jamie, Brick and Barry have built their careers taking a comprehensive approach delivered with a personal touch. Their clients appreciate that, and that’s why they have earned this recognition.”
The magazine evaluated the honorees on several variables, including assets under management, trailing 12-month production, asset growth, amount of fee business, growth in production and production-per-assets. Re-qualification is required annually.*
Kidd co-founded Pinnacle Asset Management, the firm’s unit for investment management and securities trading and execution, in 2000. He is also a financial consultant for Raymond James Financial Services and has more than 23 years of investment experience.
Moody is a co-founder of Pinnacle Asset Management and an executive vice president. Hare and Sturgeon are both senior vice presidents. All three are also financial consultants with Raymond James.
Bank Investment Consultant is the industry leader in readership and relevance among bank-based financial advisors.
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 earned a place on Fortune’s 2017 list of the 100 Best Companies to Work For in the U.S., and American Banker recognized Pinnacle as the sixth-best bank to work for in 2017.
The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $21.8 billion in assets as of September 30, 2017. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 11 primarily urban markets in Tennessee, the Carolinas and Virginia.
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 3,900 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 7,300 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $704 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.
*The AUM figures are as of the end of August; the trailing-12 production figures are for the 12-month period ending Aug. 31. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
Quick Links