Stacey Wall Email and Phone Number
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Stacey Wall personal email
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Welcome to my LinkedIn Profile page.I specialize in helping people achieve financial security. With over 36 years of experience as an investment professional, I’ve helped hundreds of people and businesses implement proven wealth management solutions that help them achieve their financial goals. Along with the two other founding members of Pinnacle Trust, I pulled from my experiences at a regional bank to create a highly personalized, goals-based, independent trust company that is free from the influence of large commercial banking activities. From these humble beginnings to currently employing 9 advisors and 13 support staff, Pinnacle Trust currently manages nearly $750 million in assets for clients in 24 states. I consider it a privilege to work for this company and with our dedicated staff, where doing the best for our clients by putting them first serves as our daily guide. Financial Services• Asset Management• Financial Planning• Trust Administration• Corporate Retirement PlansSpecialized Education• B.B.A. from the University of Mississippi• Graduate of the Cannon Financial Institute in Advanced Trust InvestmentsUnique Accomplishments• Currently serve as President of the Lost Rabbit Urban Renewal District Board of Commissioners and on the Advisory Board of the Madison County Business League & Foundation. • Named one of Mississippi's "Leaders in Finance” by the Mississippi Business Journal in 2013.• Served on the Investment Policy Board of the General H. Louis Wilson Fund of Millsaps College, the Estate Planning Council of Mississippi, the Belhaven College Foundation Estate Planning Advisory Council, the Millsaps College Estate Planning Council and the Board of Advisors of the Metro Business Chronicle.I am an avid Ole Miss fan (through good times and bad). My wife, Lynn, and I are parents of four boys and grandparents to two wonderful granddaughters. We’re also proud parents of a miniature Schnauzer and two Cavalier King Charles Spaniels.
Pinnacle Trust
View- Website:
- pinntrust.com
- Employees:
- 21
Stacey Wall Skills
Stacey Wall Education Details
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Cannon Financial InstituteAdvanced Trust Investments -
Business And Economics
Frequently Asked Questions about Stacey Wall
What company does Stacey Wall work for?
Stacey Wall works for Pinnacle Trust
What is Stacey Wall's role at the current company?
Stacey Wall's current role is Chief Executive Officer at Pinnacle Trust.
What is Stacey Wall's email address?
Stacey Wall's email address is sw****@****ust.com
What is Stacey Wall's direct phone number?
Stacey Wall's direct phone number is +160167*****
What schools did Stacey Wall attend?
Stacey Wall attended Cannon Financial Institute, University Of Mississippi.
What skills is Stacey Wall known for?
Stacey Wall has skills like Retirement Planning, Investments, Wealth Management, Estate Planning, Asset Allocation, Strategic Planning, Financial Planning, Investment Advisory, Series 7, Financial Analysis, Asset Management, Strategic Financial Planning.
Who are Stacey Wall's colleagues?
Stacey Wall's colleagues are Renee Brown, Cris Dockery, Phyllis Schmidt, Grace Eka, Humberto Pelaez.
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Stacey Wall
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