FUNDRAISING NEWS | April 01, 2024
Raymond James has recruited financial advisor Joseph Martinez from Wells Fargo. Martinez joins the Raymond James Financial Institutions Division through Pinnacle Asset Management. Alongside Registered Client Services Associate Lucy Chism, Martinez will work out of Pinnacle's Nashville, Tennessee office.
At Wells Fargo, Martinez was responsible for managing approximately $243 million in assets. His career in the financial sector began in 2001 when he first registered as a broker with Bank of America Investment Services. Throughout his career, Martinez has worked with a total of five different firms, joining Wells Fargo in 2016 where he served as both a broker and investment advisor. This move marks a significant transition for Martinez and adds to the talent pool within Raymond James' Financial Institutions Division. 
John Washington is the Data Research Analyst at Dakota.
