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Who's Moving Where In Wealth Management? – Raymond James, Pinnacle

Editorial Staff

19 October 2022

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 Counselor^SM from the College for Financial Planning.