{"id":811728,"date":"2026-10-23T20:46:09","date_gmt":"2026-10-23T20:46:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/811728\/"},"modified":"2026-10-23T20:46:09","modified_gmt":"2026-10-23T20:46:09","slug":"raymond-james-recruits-700m-advisor-team-from-truist","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/811728\/","title":{"rendered":"Raymond James Recruits $700M Advisor Team From Truist"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Raymond James has recruited a team of advisors in Southwest Florida to its Financial Institutions Division, the unit dedicated to bank and credit union advisors. The team, which manages about $700 million in client assets, joins the investment program of Pinnacle Financial Partners from Truist Investment Services.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The team is led by advisors Darrell Brown, Mark Taylor and Jonathan Shaw, and it operates as Brown, Taylor, Shaw &amp; Associates. They\u2019re joined by Client Service Associate Erin Powers-Westendorf.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">The team has joined Pinnacle Asset Management, a division of Pinnacle Financial Partners that uses Raymond James Financial Services for brokerage services.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cPinnacle 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,\u201d said Oliver Mansour, South division director of FID, in a statement.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/ibd-news\/icg-next-leaves-lpl-for-osaic-with-23-billion\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">$2.3B ICG Next Leaves LPL for Osaic with Plans for Acquisition<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Raymond James\u2019 FID was established in 1987 to provide banks and credit unions with wealth management, investment and brokerage services. Stephen Kruchten currently serves as the division\u2019s president. The division currently serves about 950 advisors across 160 institutions.<\/p>\n","protected":false},"excerpt":{"rendered":"Raymond James has recruited a team of advisors in Southwest Florida to its Financial Institutions Division, the unit&hellip;\n","protected":false},"author":2,"featured_media":811729,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[84,4176,4174,4175,56,54,55],"class_list":["post-811728","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-personal-finance","tag-personalfinance","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/811728","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=811728"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/811728\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/811729"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=811728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=811728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=811728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}