Pinnacle Financial Partners is bringing its distinctive brand of corporate retirement plan services to new markets. The firm has hired Bryan Edwards as a trust services advisor to focus on offering employee retirement benefits to businesses in Charlotte, Asheville and Upstate South Carolina.
“Retirement plan services is poised to become a very important offering at Pinnacle, and Bryan’s experience and stellar track record of client service make him an excellent addition to our team,” said John Ehmig, Pinnacle’s manager of retirement services. “We always strive to meet all the needs of our business clients and their employees, including company benefit plans. Between retirement services, insurance and a robust group banking program, we can now offer comprehensive employee benefits in many of our markets.”
Edwards has more than 20 years of experience with institutional investment and retirement plan consulting. He specializes in working with large, complex plans, servicing them at every level. He can help companies design, manage and implement 401(k) retirement plans, serve as the plan’s investment fiduciary and educate employees on how to make the most of their retirement plans.
Edwards comes to Pinnacle most recently from Bank OZK, where he helped build the retirement services program in expansion markets. Prior to that he worked with institutional trust groups at First Citizens for eight years and Wells Fargo for 15 years.
“It’s a thrill to be on the ground floor as a bank expands its capabilities in retirement services,” Edwards said. “With a leader like John Ehmig at the helm and a firm-wide culture designed to give clients what they need, I’m ready to help companies and their employees meet their financial goals and get retirement ready.”
Edwards earned his bachelor’s degree in business administration at the University of North Carolina at Charlotte. He holds the Accredited Investment Fiduciary (AIF®) designation, the Certified Retirement Services Professional (CRSP®) designation and the Chartered Retirement Planning Counselor (CRPC) designation. He also attained series 7, 6, 63, 65 and 24 securities licenses and a life insurance license for North Carolina.
Edwards is active in the local professional and nonprofit community with the Charlotte Benefits Forum, Southeast Benefits Education Network, St. Jude’s and Rotary Club of North Mecklenburg County. He is also active in The Cove Church’s Community Impact Outreach.
Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm earned a place on FORTUNE’s 2017 and 2018 lists of the 100 Best Companies to Work For in the U.S., and American Banker recognized Pinnacle as one of America’s Best Banks to Work For six years in a row.Pinnacle entered the North Carolina market in 2017 when it acquired BNC Bancorp, known locally as Bank of North Carolina. Pinnacle continues BNC’s practice of offering community bank service with the resources and sophistication of a larger firm.
The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $25 billion in assets as of Dec. 31, 2018. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 11 primarily urban markets in Tennessee, the Carolinas and Virginia.
Additional information concerning Pinnacle, which is included in the NASDAQ Financial-100 Index, can be accessed at www.pnfp.com.