Pinnacle Trust is pleased to announce that Patrick M. Kingsmill and David Waddle have joined the company.
Patrick M. Kingsmill will serve as Director of Fiduciary Services & Trust Counsel in Madison, Mississippi. His primary role is to oversee the process by which Pinnacle serves in its fiduciary capacities such as trustee or executor.
During the course of his twenty-five year career, Pat has held senior management and Trust leadership roles in both local and regional financial institutions. He is experienced in the laws of trusts and estates, trust administration, probate administration and portfolio management. "We are pleased to have Pat join our expert team of financial advisors,” said D. Patrick Franklin, Executive Vice President and Chief Operating Officer at Pinnacle Trust. “He brings over 25 years of trust and wealth management experience, with a focus on high-touch, personalized service. Pat will make a significant impact on Pinnacle Trust’s long-term strategy.”
David "Dave" Waddle's role will be as a financial advisor in Destin, Florida. He brings 34 years of experience in managing private client assets. "Dave's long history of providing financial solutions for his clients is a great asset for Pinnacle Trust," said Stacey Wall, Chief Executive Officer. "We're excited to have him join our team."
With approximately $850 million in assets under management, Pinnacle Trust offers integrated financial solutions in four primary areas: Asset Management, Financial Planning,, Trust Services and Corporate Retirement Plans – all designed to create stability and predictability in every stage of life. For more information, email us at firstname.lastname@example.org or call us at 601-957-0323.