Pinnacle Trust

Financial Services - Madison, MS, US

Pinnacle Trust Employees
Martin Palomo

President and Chief Investment Officer

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Shannon Verucchi

Certified Plan Sponsor Professional

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Erik Olson

Wealth Management Advisor

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Kristy Johnson

Administrative Support Specialist

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Jana Parrish

Compliance Consultant

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Lessie Evans

client relationship manager

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Pinnacle Trust Senior Management
D Franklin

executive vice president and chief operating officer

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Beth McGaugh

Chief Financial Officer

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Pinnacle Trust Details

Pinnacle Trust offers integrated financial solutions in four primary areas: Asset Management, Financial Planning,, Trust Services and Corporate Retirement Plans – all designed to create stability and predictability in every stage of your life. We enable our clients to achieve peace of mind by working with you to organize your finances and create a sound life/wealth plan. Since 1997, Pinnacle Trust has leveraged a broad financial vision to help a multitude of clients achieve financial fulfillment and security. Our Mission is to serve our clients and the communities we operate in by delivering exceptional service and advice, expanding financial literacy, and helping people connect their life goals to their financial means through our wealth management, trust and retirement planning services.

Pinnacle Trust logo, Pinnacle Trust contact details
Website: pinntrust.com
Employees: 20 - 49
HQ: 601-957-0323
Location: Madison, MS, US
Revenue: 20 - 50 Million
Asset Management Financial Planning Trust Services Corporate Retirement Plans Financial Services Financial Advisory Services
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