wealth team
Brown, Taylor, Shaw & Associates
$700MBook of businessas reported in coverage
4Advisors
Naples, FLMarket
1Moves on our record
The lineage
until Oct 25, 2026PRIORTruist Investment Services
Oct 25, 2026PRIORRaymond James Financial Services (Pinnacle Asset Management)
Oct 25, 2026PRIORPinnacle Asset Management
Oct 25, 2026PRIORRaymond James Financial Services
Oct 25, 2026CURRENTPinnacle Asset Management
Oct 23, 2026team liftoutTruist Investment Services → Raymond James Financial Services (Pinnacle Asset Management)
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