Raymond James has recruited a team of five advisors and four branch professionals to its financial institutions division. The Horizon Group joins Pinnacle Asset Management, part of Pinnacle Financial Partners, a bank branch affiliated with the Raymond James.
The team joins from Truist, where it previously managed about $947 million in client assets, and will operate out of Pinnacle’s new Ponte Vedra, Fla. office. It will use Raymond James Financial Services, the firm’s independent contractor division, for brokerage business.
The Horizon Group includes advisors Christopher Sivley, Matt Turner, Melissa Churchwell, Jamie Rowell and Wesley Thomas, who are joined by client services manager Amber Bennett and client relationship consultants Brad Melvin, Nick Gillespie and Marlo Thomas-Bailey.
“Ultimately, our team’s decision was driven by a multitude of potential benefits for our practice and clients, including access to leading-edge technology, robust product offerings and steadfast focus on high-net-worth financial planning,” Turner said in a statement.
Pinnacle Asset Management is a division of Pinnacle Financial Partners, a bank headquartered in Nashville, with branch offices across the Southeast region.
Raymond James recently made a number of senior leadership changes, with Paul Reilly stepping down as CEO of the company in fiscal 2025. CFO Paul Shoukry will succeed him in that role, while chief accounting officer Butch Oorlog will replace Shoukry.
The firm also promoted Tom Walrond, a senior vice president and division director, to president of Raymond James & Associates, the firm’s employee affiliation model. He replaces Tash Elwyn, who was appointed president of the company’s Private Client Group. Scott Curtis, who was promoted to chief operating officer, previously filled that role.
Bella Allaire, executive vice president of technology and operations, moved into the role of chief administrative officer, with former Chief Information Officer Vic Campagnoli stepping in to fill her former post. The firm also moved Tarek Halel, a senior vice president of investments and strategy, into the new position of chief strategy officer.
The leadership changes are part of a “multi-year succession planning process,” the company said.
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