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.
Reid Davis, CWS®, Chief Investment Officer
Reid received his Bachelor of Business Administration at the University of Mississippi, graduating Magna Cum Laude. During his tenure at the University of Mississippi, Reid was a member of the Ole Miss golf team, served as Student Body President of the School of Business Administration and was selected as a Northrop Grumman Scholar for distinction in the area of Finance. Reid received his Master of Business Administration at the College of William & Mary in Williamsburg, VA, where he concentrated on Financial Markets.
Prior to joining Pinnacle Trust, Reid spent four years as a member of a regional advisory group focusing on bank mergers and acquisitions. Reid has also served as an Equity Research Associate for a regional brokerage firm covering the Specialty Finance Sector.
Reid has been a featured columnist for the Financial Managers Society (FMS) and Western Independent Bankers (WIB) CFO & Finance Digest. He also serves as Chairman of the Pinnacle Trust Investment Committee.
Maeve Beard, CWS®, AIF®, Senior Investment Officer, Trading & Investment Oversight
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.
Martin Palomo IV, CWS®, Senior Vice President, Financial Advisor
Martin received his Bachelor in Business Administration with a concentration in Finance from the Else School of Management at Millsaps College. He is also a graduate of the College of Financial Planning, where he earned the Accredited Asset Management Specialist (AAMS®) designation. Prior to joining Pinnacle Trust, Martin was a hedge fund analyst in Washington, D.C., advising on approximately $2 billion for institutional clients. He has also served as the portfolio manager for a $12 billion portfolio at a state pension fund. He is currently a candidate for the Chartered Alternative Investment Analyst (CAIA) designation. Martin serves on the Executive Board for the Brandon Futbol Club, where he coaches competitive and recreational youth soccer teams.
Hale Dees, Financial Advisor
Hale Dees serves as a Financial Advisor. Hale earned his Bachelor of Science in Business Administration with an emphasis in finance from The University of Southern Mississippi. He is licensed in Mississippi and Alabama.
Hale has been helping families and businesses along the Mississippi Gulf Coast achieve their financial goals since 1997. Prior to joining Pinnacle Trust, Hale founded his own wealth management company and also served clients while working for other coastal financial institutions.
Cris Dockery, Corporate Retirement Plan Consultant
Cris M. Dockery serves as a Financial Advisor. He holds a B.S. in Business Administration from Mississippi State University. In 2010, Cris focuses on working with mid- to high net worth wealth management for private clients. He also specializes in retirement planning, including individual company qualified 401(k) corporate benefit plans, as well as Multiple Employer 401(k) Plans with Associations. Using his experience as a business owner for 18 years, Cris works with business owners in 401(k) strategy, design, administration, policy and selecting carriers that are the best fit for the company and its employees
Prior to his entry into the financial services industry, Cris was Vice President of a family-owned service business located in Jackson, Mississippi. He has over 18 years of experience in the full range of business owner duties as well as executive services. During his time as a business owner, one of his duties was administering the employee benefit programs, as well as working with carriers in selecting the best fit for not only the company, but also its employees.