Raymond James Financial Institutions Division (FID) senior vice president and national director Stephen Kruchten announced that the firm has recently welcomed financial advisor Joseph Martinez to Pinnacle Asset Management (located at Pinnacle Financial Partners, a current FID-affiliated branch).
With this new alignment, Martinez will offer clients financial planning and wealth management services through Raymond James Financial Services. Martinez, who is joined by registered client services associate Lucy Chism, operates in Pinnacle’s Nashville, TN office. He previously managed approximately $243 million in client assets at Wells Fargo Advisors.
Nashville native Martinez started 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 professional designations of Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, Accredited Asset Management Specialist, Certified Wealth Strategist, and Chartered Financial Consultant.
Pinnacle Asset Management is a division of Pinnacle Financial Partners. And its financial associates are affiliated with Raymond James Financial Services to provide advice and services to businesses and individuals with significant investment needs. They have access to the 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.
KEY QUOTE:
“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. This, coupled with a culture where every member of the organization prioritizes client experience, made transitioning to the firm a compelling choice.”
– Joseph Martinez
