Ted Highsmith Joins Pinnacle's Wealth Management Team in Charlotte

Pinnacle Financial Partners has recruited an experienced professional to serve clients’ wealth management needs. Ted Highsmith has joined Pinnacle Asset Management, the firm’s unit for investment management and securities trading and execution. He is based at Pinnacle’s new office at The Refinery, 1213 W Morehead Street.  

“Ted has a long history in Charlotte of meeting clients' needs for financial planning and investments,” said Brad Sears, Pinnacle’s managing director for the Carolinas and Virginia. “He's brought his talents to our team so we can continue to offer clients the deep financial relationships they want. He's joining a team of experienced financial consultants who offer a full suite of wealth management services from our Refinery office.”

Highsmith brings 20 years of industry experience to his role of senior vice president for Pinnacle Financial Partners and financial advisor with Raymond James Financial Services. Previously he was with Carolinas Investment Consulting LLC in Charlotte, where he led and managed a client advisory team serving client relationships on all aspects of comprehensive wealth and planning needs. Other roles included serving as a financial advisor for Bank of America in Charlotte and Banc of America Investments in Washington, D.C. He began his career in 2000 as an investment broker for First Union National Bank in Charlotte.

Highsmith earned his bachelor’s degree in business management from North Carolina State University in Raleigh. He is a Certified Financial Planner, holds Series 7, 63 and 65 securities licenses and is licensed in life and health insurance.

Highsmith has served on the Opportunity International Board of Governors and is a past Charlotte Chamber Ambassador and United Way Account Executive. He is a member of the Financial Planning Association.

Pinnacle Asset Management is a division of Pinnacle Financial Partners. The financial advisors there work through 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 in Tennessee, North Carolina, South Carolina, Virginia and Atlanta.

About Pinnacle Financial Partners

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. Pinnacle earned a spot on FORTUNE’s 2020 list of the 100 Best Companies to Work For^® in the U.S., its fourth consecutive appearance. American Banker recognized Pinnacle as one of America’s Best Banks to Work For seven years in a row.

Pinnacle entered the North Carolina market in 2017 when it acquired BNC Bancorp, known locally as Bank of North Carolina. Pinnacle continues BNC’s practice of offering community bank service with the resources and sophistication of a larger firm.

The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $33.3 billion in assets as of June 30, 2020. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 12 primarily urban markets in Tennessee, the Carolinas, Virginia and Atlanta.

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 8,200 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 in 3,000 locations throughout the United States, Canada and overseas. Total client assets are approximately $877 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.