Tim Davis

Tim Davis is a senior vice president and private wealth financial advisor for Pinnacle’s Atlanta market. He strives to help successful, high-net-worth individuals and their families address the complexities of managing their financial lives today and for years to come. He and his select team of knowledgeable specialists work collaboratively and closely with active and retired high-net-worth clients including owners of family businesses, C-suite executives at privately held businesses, generations of their families and non-profit organizations.

Prior to joining Pinnacle, Tim was with Bank of America Private Bank (formally U.S. Trust). He started at Bank of America in 2007 and held several roles within the Metro Atlanta market in commercial banking, wealth management, trust and strategic credit. His goal is to create a framework for clients and their families where tax minimization strategies and estate planning services align with tailored investment management, wealth structuring and exit planning, as well as credit and lending solutions. He also assists clients who seek legacy planning to help them pass along wealth and values to future generations. 

Tim holds his bachelor of business administration degree from the University of Mississippi as well as Series 7 and 66 licenses. Actively involved in his community, he is a member of North Fulton Chamber of Commerce, Windermere Golf Club and Grace Chapel Church of Christ. Tim resides in South Forsyth County with his wife Jennifer, their two children and dog Blue.