Our Advisors

We're only as good as the members on our team.

A wealth management provider is only as good as the staff members who 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.

Our Advisors

Carol Brock

Carol Brock

COO and CCO

carol@mypinnwealth.com

Cris Dockery

Cris Dockery, CPFA

Director, Corporate Retirement Plans

cris@mypinnwealth.com

Dacia Malone

Dacia Malone

Client Experience Team

dacia@mypinnwealth.com

Erik Olson

Erik Olson

Wealth Management Advisor Associate

erik@mypinnwealth.com

Kristy Johnson

Kristy Johnson

Client Experience Team

kristy@mypinnwealth.com

Martin Palomo

Martin E. Palomo IV, CWS^®

CEO and Co-Chief Investment Officer

(601) 957-3801

martin@mypinnwealth.com

Mona Varner

Mona Varner

Accounting Manager

601-957-3801

mona@mypinnwealth.com

Reid Davis

Reid Davis

Co-Chief Investment Officer & Senior Wealth Management Advisor

reid@mypinnwealth.com

Shannon Verucchi

Shannon Verucchi, CPSP

Client Experience Team, Retirement Plans

shannon@mypinnwealth.com