Trust Advisor Charles Williams Joins Pinnacle Financial Partners

Williams brings local trust services to Pinnacle in the Upstate

Pinnacle Financial Partners is expanding its local offerings in Upstate South Carolina with the addition of a trust portfolio advisor for wealth services, financial planning and portfolio management. Charles Williams has joined the firm’s trust and investment services group and is based at Pinnacle’s office in downtown Greenville at 550 E. McBee Avenue.

“With more than 25 years of wealth experience working with individuals, families and institutions, Charles is an incredible talent in his field. We are very fortunate to have him join our team,” said Erich Hamm, Pinnacle’s trust and investment services manager for the Carolinas and Virginia. “Having Charles on the ground in Greenville furthers our goal of meeting our clients’ every need locally with distinctive service and effective advice.”

Williams builds and manages custom investment portfolio solutions based on individual client needs to help them achieve their goals. He has worked in financial services since 1995, most recently serving at South State Wealth as a senior portfolio manager. Prior to that, he served as a wealth strategist at Wachovia Wealth Management.

Williams earned his bachelor’s degree in political science from the University of North Carolina at Asheville, as well as his CERTIFIED FINANCIAL PLANNER (CFP)™ and Certified Trust and Financial Advisor (CTFA) designations. He is very active in his community, including Scouts BSA, volunteer work for Meals on Wheels of Greenville and The Asheville School.   

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. Pinnacle earned a spot on FORTUNE’s 2019 list of the 100 Best Companies to Work For^® in the U.S., its third consecutive appearance. American Banker recognized Pinnacle as one of America’s Best Banks to Work For six years in a row.

Pinnacle entered the South Carolina market in 2017 when it acquired BNC Bancorp. Pinnacle continues BNC’s practice of offering community bank service with the resources and sophistication of a larger firm.

The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $25.6 billion in assets as of March 31, 2019. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 11 primarily urban markets in Tennessee, the Carolinas and Virginia.

Additional information concerning Pinnacle, which is included in the NASDAQ Financial-100 Index, can be accessed at www.pnfp.com.