Raymond James is capping off the week with yet another advisor joining its network. The firm announced that its Raymond James Financial Institutions Division has welcomed Joseph L. Martinez, a seasoned financial advisor, to Pinnacle Asset Management at Pinnacle Financial Partners.
Martinez is joining the Raymond James partner firm from Wells Fargo Advisors, where he previously managed a portfolio of around $243 million in client assets.
Pinnacle Asset Management is a division within Pinnacle Financial Partners, which is affiliated with Raymond James Financial Institutions Division. Pinnacle partners with Raymond James Financial Services Inc., the brokerage giant’s independent advisor division, to offer comprehensive advice and services to both businesses and individuals with significant investment needs.
Following his move from Wells Fargo, Martinez will be operating out of Pinnacle’s office in Nashville. He's accompanied in the move by Lucy Chism, a registered client services associate.
Martinez said his decision was driven by Raymond James’ robust investment platform and its embrace of innovative technologies.
“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,” Martinez said in a statement.
He also lauded the focus on client experience shared by “every member of the organization.”
With a career spanning more than two decades in financial services, Martinez has earned numerous designations around retirement planning, wealth management, and asset management.
Martinez’s move to Raymond James comes shortly after another seasoned advisor joined the firm's employee advisor arm in Florida, bringing with her a portfolio of more than $750 million.
And earlier this week, the brokerage giant signed a three-decade veteran of the industry, Martin Lutschaunig, who joined its independent advisor channel in Pennsylvania from Merrill Lynch.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
