Pinnacle at 25

It began with a vision and a blank sheet of paper: Build the best financial services firm and the best place to work in Nashville.

What would that look like for clients? For team members? How could a startup outshine the largest institutions—not just for a few years, but for decades? What if a firm could remove the pain points of traditional banking and stay true to its values as it grew?

Twenty-five years later, the answers are clear.

Pinnacle’s playbook hasn’t changed. We still put people first. Our team members are still owners. And our founders still lead us with the same vision they brought to that first office on West End Avenue.

Now in nine states and growing, we remain focused on delivering distinctive service and effective advice with a culture that prioritizes relationships over transactions.

To mark this milestone, our founders and leaders sat down to reflect on our history and what’s made Pinnacle successful. Join their conversation with our series Pinnacle at 25. Save this podcast so you can watch it in full and share it with friends.