Management & Support Staff
WE'RE ONLY AS GOOD AS THE MEMBERS ON OUR TEAM.
A wealth management provider is only as good as the staff members whom provide vital client support. On behalf of the entire Pinnacle Trust team, we are proud to employ the brightest financial minds to provide financial security and stability to our loyal clients.
Stacey Wall, Chief Executive Officer
Stacey received a B.B.A. from the University of Mississippi in 1981 and is a 1993 graduate of Cannon Financial Institute in Advanced Trust Investments. He has served on the Board of Governors for the Country Club of Jackson, the Board of Directors of the Association of Trust Organizations, the Board of Directors for the Madison County Foundation and the Advisory Council of SEI of Oaks, Pennsylvania. Stacey is a past president of the Board of Directors of the Gateway Rescue Mission, a past member of the University of Mississippi Philanthropy Advisory Council, the Investment Policy Board of the General H. Louis Wilson Fund of Millsaps College, and the Estate Planning Council of Mississippi. He has also served on the Belhaven College Foundation Estate Planning Advisory Council, the Millsaps College Estate Planning Council and the Board of Advisors of the Metro Business Chronicle.
Stacey currently serves as President of the Lost Rabbit Urban Renewal District Board of Commissioners and on the Advisory Board of the Madison County Business League & Foundation. He also serves on the Advisory Board of the Edith and Mariana Alexander Memorial Foundation Trust Fund, which provides financial assistance to visually impaired people in the greater Jackson, Mississippi, area. In 2013, the Mississippi Business Journal selected Stacey as one of Mississippi's "Leaders in Finance".
Prior to founding Pinnacle Trust in 1997, he served as Chief Investment Officer for a regional financial institution with responsibility for approximately $1 billion under investment management. He has more than 34 years of experience as an investment professional.
D. Patrick Franklin, CSOP, Executive Vice President, Chief Operating Officer
Patrick joined Pinnacle Trust in March of 2016 to serve as Executive Vice President & Chief Operating Officer. His primary role is managing the daily business operations of the firm which includes operations, technology, compliance and risk management.
Prior to being associated with Pinnacle Trust, Patrick held various senior management and operations roles during his thirty-year career in the financial services industry.
Patrick received a B.A. in Economics from Southeastern Louisiana University and is a graduate of Cannon Financial Institute at the University of Notre Dame. He holds the Certified Securities Operations Professional (CSOP) designation from the Institute of Certified Bankers.
Beth McGaugh, Chief Financial Officer
Beth received a B.P.A. in Accounting and B.B.A. in Banking & Finance from Mississippi State University in 1984. Before being one of the co-founders of Pinnacle Trust in 1997, she served as Chief Financial Officer for a regional financial institution. In 2001, Beth was named to the Mississippi Business Journal’s "Top 40 Under 40".
She is a sustaining member of the Junior League of Jackson where she served on the Finance Council and as Finance Chairman of Mistletoe Marketplace. Beth is a Life member of the Junior Auxiliary of Madison-Ridgeland, where she was on the Executive Board, as Public Relations Chairman, Scholarship Chairman and a member of the Finance Committee. She is a past member of the Estate Planning Council of Mississippi and the Mississippi chapter of the Financial Planning Association where she served as Ethics Chairman.
In 2000, the Mississippi Business Journal elected Beth as one of Mississippi's Top Fifty Women in Business. She is a member of the Board of Directors of Pinnacle Trust and has over twenty-five years of experience in accounting, trust and finance.
Maeve Beard, CWS®, AIF®, Senior Vice President, Director of Investment Support
Maeve received her Bachelor of Business Administration in Finance at Southern Methodist University in Dallas. During her tenure at SMU, Maeve was a BBA Scholar, SMU Distinguished Scholar and received both the Rotunda Award and Criteria Award for Distinction in Rhetoric. She was also a member of Kappa Alpha Theta Sorority where she served as Finance Deputy, a Business Scholar Mentor, and volunteered for inner city youth programs.
Maeve previously interned for both the Dallas Mavericks and Pinnacle Trust. She was awarded the Accredited Investment Fiduciary® designation in 2013 and Certified Wealth Strategist® designation in 2014. Maeve also completed her insurance license requirements in 2011. She also serves on the Pinnacle Trust Investment Committee.
Carol Brock, Senior Vice President, Director of Operations
Rhonda Lowe, Vice President, Operations Coordinator
Rhonda is a 1998 graduate of Mississippi College with a Bachelor of Science in Business Administration.
Prior to joining Pinnacle Trust in 2008, Rhonda worked as a chief operations officer in the insurance industry.
Dacia Malone, Operations Analyst
Shannon Verucchi, Associate Relationship Manager
Shannon joined Pinnacle Trust in February of 2017 as an Associate Relationship Manager. Her focus will be getting to know our clients and their needs so she can assist our Relationship Managers and Advisors with implementation and administration of employee retirement plans. Shannon comes to us with 6 years of experience with a regional financial institution. She is an active member of Hickory Ridge Baptist church in Florence, MS.
Hillary Lee Hippert, Wealth Management Associate
Hillary received her Bachelor of Science degree in Economics with a Minor in International Studies at American University in Washington, D.C. While there, she studied economic development abroad in both Argentina and Ireland. She also held several internships with local D.C. policy development and financial literacy organizations. Hillary has over eight years of experience in the financial industry. Prior to joining Pinnacle Trust, Hillary served as Assistant Vice President for a national financial institution's Corporate and Institutional Banking department focusing on treasury management and strategic sales. Hillary loves the outdoors and enjoys paddle boarding and hiking when she’s not rooting for the Georgia Bulldogs.
Mona Varner, Accounting Assistant
Mona joined Pinnacle Trust in October of 2018 as an Accounting Assistant. She is an accounting graduate of Mississippi University for Women. Prior to joining Pinnacle Trust, Mona retired from the State after 32 years of service. Her tenure spanned several agencies including MS Department of Health, MS Department of Human Services, the Office of the State Auditor, and MS Department of Environmental Quality. She is an active member of Broadmoor Baptist church in Madison, MS.