News Releases
Veteran Financial Services Professional Beth Toney Joins Pinnacle Financial Partners in The Upstate
Pinnacle Financial Partners has tapped a veteran banking leader with deep roots and experience in South Carolina to join its growing client advisory team in Upstate South Carolina. Beth Toney joins the firm as a financial advisor at the McBee Avenue office. She brings 26 years of financial experience with an emphasis on high net worth private banking and advisory services.
Pinnacle Financial Partners Welcomes Chris Maynard as Chief Information Security Officer
Chris Maynard has joined Pinnacle Financial Partners as the chief information security officer (CISO). His wide range of industry experience and qualifications will be key to the firm’s maintaining the industry-leading security of its client’s assets while staying ahead of potential threats.
Pinnacle Financial Partners Earns Nationwide Recognition in ESG
Pinnacle Financial Partners has earned national recognition for its work around environmental, social and governance issues (ESG). The firm is one of just five banks nationwide to earn the recognition in the small business segment and one of only three in the commercial segment. This honor comes shortly after Pinnacle released its 2022 Corporate Social Responsibility Report, which catalogues and contextualizes the firm’s work to make a significant positive impact on all of its stakeholders.
Pinnacle Financial Partners Appoints Office Leader for Myrtle Beach Grissom Office
Sherry Katzenberger has joined the Pinnacle Financial Partners team as the office leader for the Myrtle Beach Grissom office, adding more experience to the firm’s thriving South Carolina operations.
Pinnacle is the Triad's No. 1 Best Place To Work for the Fifth Consecutive Year
Pinnacle Financial Partners has again been named the No. 1 Best Place to Work in the Piedmont Triad region of North Carolina in the extra-large company category (greater than 300 associates). The Triad Business Journal announced the rankings today in the culmination of its annual competition to find the region’s top workplaces. This is the fifth year in a row Pinnacle has earned the top spot on the list, and one of many local workplace awards the firm has won in North Carolina, including two consecutive No. 1 rankings in both the Triangle region and Charlotte.
Pinnacle is a 2023 Leader in Diversity for Central North Carolina
Pinnacle Financial Partners has been named a Leader in Diversity for 2023 by the Triad Business Journal. The firm is one of only three to earn recognition in the category of Outstanding Diversity & Inclusion (Private Companies) for its work to “bolster equality across all areas of diversity, including age, disability, gender, sexual orientation, race, religion and socio-economic backgrounds.”
Greg Schaefer Joins Pinnacle Financial Partners as Financial Advisor
Pinnacle Financial Partners has strengthened its equipment finance team with the addition of senior finance professional Greg Schaefer. With more than 25 years of experience in the banking industry, Schaefer serves as a financial advisor for the equipment finance team.
Pinnacle Opens First Full Service Office in National Captial Region
Pinnacle Financial Partners opened its new retail office in McLean, VA, at 1800 Tysons Boulevard, Suite 50. This is the firm’s first full-service location in the National Capital Region, complementing corporate offices that opened early last year in the same building. The retail office is on the ground floor, conveniently located at the corner of Tysons Boulevard and Galleria Drive, right off the exit from Chain Bridge Road and accessible Tysons Galleria.
Five From Pinnacle Asset Management Recognized
Five of Pinnacle Asset Management’s advisors, Brock Kidd, Eric Fountain, Sam Oakley, James Hare and Brick Sturgeon, are among the Raymond James-affiliated advisors named to the Forbes list of “Best-In-State Wealth Advisors” for Tennessee. The list recognizes advisors from national, regional and independent firms.
Brock Kidd Ranked to Barron's Top 1,200 Financial Advisors List for Second Consecutive Year
Brock Kidd, a founding partner and managing director for Pinnacle Asset Management and private wealth manager with Raymond James Financial Services, Inc., was recently named for the second consecutive year to Barron’s list of the 2023 Top 1200 U. S. Financial Advisors Ranked by State (barrons.com).* He moved to the number 11 spot on the list after ranking 17 on last year’s list in the state of Tennessee. The prestigious 2023 list draws from all 50 states, plus the District of Columbia.
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