Related Services
Financial Planning
Planning for your financial independence is critical in today’s world. The affluent investor faces more challenges than ever. “Working alongside Pinnacle and Raymond James” he said, “I believe the act of planning is as beneficial as the plan it produces. The act of gathering information, deciding priorities, making decisions, and mentally committing to success moves you toward your financial goals.” Once Brock establishes a relationship with a client, he will offer them access to a comprehensive plan customized to their specific needs. After going through this process, James Hundley will make himself available to assist communicating your goals to your accountant, agent, manager, or attorney. As James says, “During my 20 years in the business, I have found that thorough collaboration among professionals is key to providing the excellent service and comprehensive advice my clients deserve.
Trust
Through his dedicated partners in Pinnacle’s Trust Department, or the Trust Division at Raymond James, Brock and his team can help their clients take advantage of the many benefits of having a trust. The team at Pinnacle may help them reduce estate taxes, plan charitable contributions and — most importantly — ensure their assets are managed and distributed to beneficiaries exactly as they intend. Trusts are private and, therefore, exempt from public records.
Insurance
Through the teams financial planning process — along with Pinnacle’s insurance brokerage firm, Miller Loughry Beach — his team can help evaluate your insurance needs. From personal to business coverage, the team can ensure that there are no unexpected gaps in your coverage. Whether part of a broader plan or taken alone, insurance provides a mechanism for accomplishing a number of financial goals.
Banking Services
Pinnacle Bank’s financial advisors are empowered to make decisions and help clients build a solution tailored to their own needs. There is no multilayered committee structure or bureaucracy. Financial advisors for personal banking advise individuals or families on the best types of accounts for their deposit and borrowing needs. Pinnacle Bank’s mortgage advisors are experts in the housing industry and guide homebuyers through the process. Many of the bank’s financial advisors have expertise in certain industry sectors, such as health care or music; key business functions, such as treasury management; or certain market segments, such as small business.
Pinnacle Financial Partners
Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services, delivered with distinctive service and effective advice to businesses and individuals who want a banking relationship that goes beyond transactions.
It was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. The founders believed that associates who love their jobs and enjoy work-life balance would naturally give their very best to clients. This formula works. The firm began operations in a single location in downtown Nashville, TN, and has since grown to be the largest bank holding company headquartered in Tennessee and a top 50 bank nationwide.
Pinnacle is nationally recognized for service, earns more than a dozen national and local workplace awards every year and operates in Tennessee, Georgia, Virginia, North Carolina, South Carolina, Kentucky, Alabama, Florida and Maryland.
Raymond James
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has more than 8,800 financial advisors serving clients with approximately $1.68 trillion of assets in locations across the United States, Canada and overseas.*
Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Raymond James is not affiliated with Pinnacle Trust Department or Miller Loughry Beach.
Banking, trust, mortgage and insurance services are not those of Raymond James.
Pinnacle Bank, Member FDIC, Equal Housing Lender.
* As of 12/31/2024. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.
