Team move
Brown, Taylor, Shaw & Associates
Truist Investment Services → Raymond James Financial Services (Pinnacle Asset Management)
What changed
Co-leads the Southwest Florida team Brown, Taylor, Shaw & Associates, which manages about $700M and moved from Truist Investment Services to Pinnacle Financial Partners' investment program within Raymond James' Financial Institutions Division.
- Reported / discovered
- Oct 23, 2026
- Effective
- Not reported
- New role
- Advisor
- Previous role
- Not reported
- Market
- Not reported
- Reported book
- $700M
- Reported team size
- 4 people
- Named people
- 4
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement.com ↗Oct 23, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
4 observations consolidated into one event.
Oct 25, 2026Source evidence reconciled