Pinnacle Financial Partners: Jan Beatty-Hendley joins Pinnacle
June 09, 2021
Experienced trust and fiduciary specialist Jan Beatty-Hendley joined Pinnacle Financial Partners as a relationship manager for Pinnacle Asset Management. She is based in the company’s Concord office at 271 Copperfield Blvd.
âJan is well known in the area and has served Metrolina clients for over 34 years at Wells Fargo,â said Brad Sears, general manager of Pinnacle Asset Management in the Carolinas and Virginia. âWe are delighted that she chose Pinnacle. Jan’s approach to customer service and attention to relationships make her a perfect fit for our culture and our customers. ‘
Beatty-Hendley came to Pinnacle from Wells Fargo Bank, most recently serving as the Senior Trusts and Trustees Specialist for the greater Charlotte area.
Beatty-Hendley graduated from the University of South Carolina with great distinction. In addition, she completed a specialized program in financial planning at Queens University in Charlotte, North Carolina and obtained the professional designation of Certified Trust and Finance Advisor (CTFA). She also completed Cannon’s Trust Tax School at UNCC.
Pinnacle Asset Management is a division of Pinnacle Financial Partners. Financial advisors work there 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 and Virginia.
About Pinnacle Financial Partners
The Pinnacle Financial Partners team offers a full line 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 company has gained a place on FORTUNE2019 list of the 100 best companies to work forÂ® in the United States, its third consecutive appearance. American banker recognized Pinnacle as one of America’s Best Banks to Work for for seven consecutive years.
The company began operations from a single location in downtown Nashville, Tennessee in October 2000 and has since grown to approximately $ 27.8 billion in assets as of December 31, 2019. As the second largest company in A banking portfolio headquartered in Tennessee, Pinnacle operates in 12 predominantly urban markets in Tennessee, the Carolinas and Virginia as well as Atlanta.
Additional information about Pinnacle, which is included in the Nasdaq Financial-100 Index, is available at pnfp.com.
About Raymond James Financial Services
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing personal, business and municipal services for private client groups, capital markets, asset management , banking and other services. The company has approximately 8,100 financial advisers in the United States, Canada and abroad. Total client assets are $ 896 billion. * Public since 1983, the company is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com.
* As of 12/31/2019. Past performance is no guarantee of future results. The information provided is for informational purposes only and does not constitute a solicitation to buy or sell shares of Raymond James Financial.
About the Financial Institutions Division
The Financial Institutions Division was created by Raymond James in 1987 to provide banks and credit unions with an alternative to traditional third-party investment providers. Raymond James provides comprehensive securities brokerage and advisory services to financial institutions looking to compete with the country’s largest banks and securities firms. In addition to a full range of investment products and services, Raymond James has the ability to provide investment banking, public finance, research, self-clearing and wealth management services to individuals. and institutions.
Securities offered by Raymond James Financial Services, Inc., FINRA / SIPC member, are not insured by bank insurance, FDIC or any other government agency, are not deposits or bank obligations, are not guaranteed by the bank and are subject to risks, including possible loss of capital. Raymond James Financial Services Advisors, Inc., Pinnacle Financial Partners, Pinnacle Asset Management and Pinnacle Bank are not registered brokers / dealers and are independent of Raymond James Financial Services. Investment advisory services are offered by Raymond James Financial Services Advisors, Inc. Located at 150 3rd Avenue South, Nashville, TN, 37201, (615) 690-1417.
Pinnacle Financial Partners inc. published this content on June 09, 2021 and is solely responsible for the information it contains. Distributed by Public, unedited and unmodified, on 09 Jun 2021 04:38:04 PM UTC.