Raymond James Financial Institutions Division has welcomed Brown, Taylor, Shaw & Associates to Pinnacle Asset Management, the investment program of Pinnacle Financial Partners, adding a financial advisor team managing approximately $700 million in client assets.
The Naples, Florida-based group includes financial advisors Darrell Brown, AWMA, CRPC; Mark Taylor, CFP; and Jonathan Shaw, along with Client Service Associate Erin Powers-Westendorf. The team joins from Truist Investment Services and serves clients throughout Southwest Florida.
Under the new arrangement, Brown, Taylor, Shaw & Associates will provide investment and wealth management services through Raymond James Financial Services while operating within Pinnacle Asset Management.
The advisors will gain access to Raymond James’ investment products, technology, research, wealth management capabilities, and operational infrastructure. Pinnacle Asset Management advisors operate across Pinnacle Financial Partners’ footprint and use Raymond James Financial Services to deliver securities brokerage, advisory, and investment solutions to individuals and businesses with significant investment needs.
The recruitment strengthens Pinnacle Asset Management’s presence in Southwest Florida while adding an established advisory practice with substantial client assets.
Raymond James established its Financial Institutions Division in 1987 to provide banks and credit unions with an alternative platform for offering investment and wealth management services. The division provides financial institutions with access to securities brokerage, advisory services, investment banking, public finance, research, self-clearing capabilities, and broader wealth management resources.
Raymond James Financial had approximately $1.97 trillion in total client assets as of August 31, 2026.
Pinnacle Financial Partners operates as a $123 billion-asset regional bank providing banking, investment, trust, mortgage, and insurance services. Pinnacle combined with Synovus Financial Corp. in 2026, expanding the organization’s presence across markets including Tennessee, Georgia, Florida, North Carolina, South Carolina, Alabama, Kentucky, Virginia, and Maryland.
The addition of Brown, Taylor, Shaw & Associates gives Pinnacle Asset Management another experienced advisory team while allowing the advisors to continue serving their Southwest Florida client base with access to Raymond James’ broader platform.
KEY QUOTES:
“Pinnacle and FID share a long and successful history of supporting advisors with the resources, technology and capabilities they need to serve clients at a high level and grow their practices. Darrell, Mark and Jonathan have built an impressive business grounded in deep client relationships, and we look forward to helping them continue their success with the robust technology, dedicated support and scale of Raymond James.”
Oliver Mansour, South Division Director Of Raymond James Financial Institutions Division
“It’s an incredible honor to welcome Brown, Taylor, Shaw & Associates to our team. Their experience, dedication to clients, and commitment to excellence align perfectly with Pinnacle’s culture. Together, we will strengthen our ability to deliver personalized advice, build lasting relationships, and make a positive impact for clients and communities across Southwest Florida.”
Gary Collier, Chairman Of Pinnacle Asset Management
