Pinnacle and Raymond James expand strategic relationship to bring Synovus Securities advisors to RJFS
Business Wire•12/11/2026•10:00 ET
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Key Highlights
- ➤Approximately 70 Synovus Securities advisors expected to join Raymond James Financial Services
- ➤$18.7 billion in client assets under care to transition to the Raymond James platform
- ➤Transition expected to be completed by May 2027
- ➤Pinnacle and Raymond James expand their longstanding wealth-management relationship
Expert Statements
Stephen Kruchten, President of Raymond James’ Financial Institutions Division
“This is a significant and highly strategic expansion of our longstanding relationship with Pinnacle Financial Partners”
Stephen Kruchten, President of Raymond James’ Financial Institutions Division
“Pinnacle Asset Management has built one of the industry’s most respected wealth management programs, and we’re proud to have played a meaningful role in supporting that success.”
Stephen Kruchten, President of Raymond James’ Financial Institutions Division
“As we move forward with this substantial program expansion, we remain focused on providing the dedicated relationship management, advisor development resources, industry-leading technology and broad capabilities of Raymond James to help their advisors enhance productivity, deepen client relationships and drive long-term growth.”
Wayne Akins, Head of wealth management at Pinnacle
“Our relationship with Raymond James is a key reason why we’re able to serve clients across their financial lives”
Wayne Akins, Head of wealth management at Pinnacle
“As we considered the right path for Synovus Securities, Inc. advisors and their clients, Raymond James stood out for its experience serving financial institutions with robust advisor support and broad capabilities.”
Wayne Akins, Head of wealth management at Pinnacle
“Bringing these teams into our existing relationship gives us a consistent foundation for wealth management across the combined firm and marks another important step in bringing Pinnacle and Synovus together.”
Pinnacle and Raymond James expand strategic relationship to bring Synovus Securities advisors to RJFS
Approximately 70 advisors with $18.7 billion in client assets under care expected to transition by May 2027
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