People Moves
Who's Moving Where In Wealth Management? – Raymond James, Pinnacle
The latest senior moves in the North American wealth management sector.
Raymond James, Pinnacle Asset Management
Raymond James
has welcomed financial advisor Mike Glennon to Pinnacle Asset
Management, a business that is affiliated with the Raymond James
Financial Institutions Division.
Glennon will offer clients financial planning and wealth management services through Raymond James Financial Services. Glennon, who previously managed about $133 million in client assets at Truist, provides financial guidance to a diverse range of clients, from individuals and families to businesses. He is based in Pinnacle’s Mount Pleasant, South Carolina office and is expected to move to a newly-built office in Charleston once it’s completed.
With more than 17 years’ financial sector experience, most recently at Truist, Glennon was an advisor and private real estate investor at Merrill Lynch and a NASDAQ trading manager for Fidelity.
Glennon graduated from Binghamton University with a bachelor’s degree in political science. In addition, he earned the professional designation of Chartered Retirement Planning CounselorSM from the College for Financial Planning.
