Our Story

RELIABLE WEALTH MANAGEMENT SINCE 1997

 

Your Source For Reliable Wealth Management – Since 1997, Pinnacle Trust has leveraged a broad financial vision to help a multitude of clients achieve financial fulfillment and security. Our journey began when Stacey Wall, Beth McGaugh, and Jana Parrish decided to join together to create a Mississippi-based independent trust company that was free from the influence of large commercial banking activities. The three founding members leveraged their joint professional experiences at a regional bank to create the highly personalized, goals-based wealth management services that define Pinnacle Trust.

At the start of the journey, Pinnacle Trust successfully applied for a bank charter from the State of Mississippi Department of Banking and Consumer Finance and raised the required $2 Million of initial capital. From these humble beginnings to currently employing 11 advisors and 13 support staff, Pinnacle Trust has succeeded in providing financial stability to clients in 23 states. A solid reputation for forecasting economic and financial markets has contributed to Pinnacle Trust’s 20-year history of providing trusted wealth management services. Pinnacle Trust currently manages nearly $800 Million in assets and continues to help clients achieve their financial goals.