Pinnacle Financial Partners adds new asset management team in Naples
New team expands access to personalized investment advice in Southwest Florida
NAPLES, Fla., Oct. 23, 2026 – Pinnacle Financial Partners has added a new team to its Pinnacle Asset Management group, bringing a well-established group of investment professionals to the firm and expanding access to personalized wealth advice in Naples and across Southwest Florida.
The team is comprised of financial consultants Darrell Brown, Mark Taylor and Jon Shaw, along with sales assistant Erin Powers-Westendorf. Each brings more than 20 years of experience and longstanding client relationships to the firm. Together, they will operate as Brown, Taylor, Shaw & Associates within the firm’s Pinnacle Asset Management group.
Their addition gives Pinnacle Asset Management, Pinnacle’s unit for investment management, a strong local team in Naples. Working through Raymond James Financial Services, Inc., the team provides advice and services to individuals, families and businesses as they plan for important financial decisions, manage and preserve wealth, and adjust their strategies as their lives and goals change.
“It’s an incredible honor to welcome Brown, Taylor, Shaw & Associates to our team,” said Gary Collier, chairman of Pinnacle Asset Management. “Their experience, dedication to clients, and commitment to excellence align perfectly with Pinnacle’s culture. Together, we will strengthen our ability to deliver personalized advice, build lasting relationships, and make a positive impact for clients and communities across Southwest Florida.”
Darrell Brown, AWMA®, CRPC®, joins as financial consultant for Pinnacle Asset Management. With 28 years of insight and industry knowledge, Brown helps clients evaluate investment products and services based on their individual needs. His work includes financial planning, retirement planning, risk management, estate planning, education planning, wealth management and more.
Originally from Naples, Brown earned a bachelor’s degree in finance and marketing from the University of Florida and an MBA from Florida Gulf Coast University.
Mark Taylor, CFP®, joins as financial consultant for Pinnacle Asset Management. With 27 years of financial services experience, he helps clients develop long-term strategies for portfolio management, retirement planning, risk management and estate planning, with a focus on managing and preserving wealth for individuals and families.
A Boston native, Taylor earned a Bachelor of Science degree from the University of Massachusetts Lowell. He joined Raymond James in 2026.
Jon Shaw joins as financial consultant for Pinnacle Asset Management. With more than 25 years of financial services experience, Shaw focuses on helping investors navigate investment options and providing guidance tailored to each client’s goals, circumstances and priorities, with dedicated and focused service and a personal commitment.
Shaw earned a bachelor’s degree from American University in Washington, D.C. He began his career in Naples with Morgan Stanley and later worked with Wachovia and Truist before joining Raymond James in 2026.
Erin Powers-Westendorf joins Pinnacle Asset Management as sales assistant. She supports the team’s business operations and works closely with clients to communicate information and address service and administrative needs with care and accuracy.
Powers-Westendorf has more than 30 years of customer service experience and most recently served as a registered client service associate at Truist Investment Services. She earned a bachelor’s degree in business management from New York Institute of Technology.
The team’s established practice creates a stronger presence for Pinnacle Asset Management in Southwest Florida while giving clients a broader set of resources to address complex investment and planning needs. For Pinnacle, the addition reflects the firm’s ability to attract experienced advisors with substantial client relationships who want to serve those clients in a high-touch, locally focused environment.
Clients will continue working with professionals who know them and understand their goals, while gaining access to Pinnacle’s relationship-focused approach and a full suite of investment products, technology and resources available through Raymond James.
The Brown, Taylor, Shaw & Associates team joined Pinnacle Oct. 22 and will operate from their office on Vanderbilt Beach Road in Naples.
About Pinnacle Asset Management
Pinnacle Asset Management is a division of Pinnacle Financial Partners. Its financial associates are affiliated with Raymond James Financial Services, Inc., to provide advice and services to businesses and individuals with significant investment needs. Advisors have access to the full suite of investment products offered by Raymond James and serve clients from offices across Pinnacle’s footprint.
About Pinnacle Financial Partners
Pinnacle Financial Partners, Inc. (“Pinnacle”) is a $129.1 billion asset regional bank which provides a full range of banking, investment, trust, mortgage and insurance products and services for commercial and consumer clients who want a comprehensive relationship with their financial institution. The firm joined forces with Synovus Financial Corp. in 2026, bringing together more than 160 years of combined banking service. Pinnacle is the largest bank headquartered in Tennessee and the largest bank holding company headquartered in Georgia. The firm is No. 1 in deposit market share* in the Nashville MSA and No. 4 in the Atlanta MSA with offices in Tennessee, Georgia, Florida, North Carolina, South Carolina, Alabama, Kentucky, Virginia and Maryland.
Pinnacle is an employer of choice for financial services professionals. The firm is No. 12 in the Fortune 100 Best Companies to Work For® in 2026, its 10th consecutive appearance. Pinnacle was also recognized by American Banker as No. 4 among America’s Best Banks to Work For in 2025, its 13th consecutive year on the list, and No. 1 among banks with more than $10 billion in assets. Learn more about Pinnacle at PNFP.com.
*As of June 30, 2026, according to FDIC data.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Pinnacle Financial Partners, Pinnacle Asset Management and Brown, Taylor, Shaw & Associates are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.