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FUNDRAISING NEWS | January 31, 2025
Tags: Personnel, Financial Advisor Move, Updates
Pinnacle Financial announced that it has recruited new advisors to its Huntersville, NC, and Chattoonga, TN, offices.
Wealth management veteran Kevin Osborne joins Pinnacle’s Huntersville Birkdale office as a senior vice president. According to his LinkedIn profile, he has more than two decades of financial planning experience, most recently with PNC, along with prior stints at Wachovia Securities and Edward Jones.
Chanel and Fernando Santiesteban have joined Pinnacle’s Broad Street headquarters in Chattanooga, also as senior vice presidents. They bring more than 60 years of combined experience, with previous stints at Regions Bank, Washington Mutual, and Bank of America. As senior vice presidents, they will be responsible for tailored wealth planning services to Pinnacle’s clients in Southeast Tennessee.
The additions are the first for Pinnacle this year, following the recruitment of three advisors to the firm’s Metro Atlanta office in December.
Source:
Written By: Dakota
November 20, 2024
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