By Larry Whisenant, Pinnacle Financial Advisor
Managing a team of financial specialists - financial advisor, broker, accountant, attorney, etc. - can feel like a full-time job for some business owners and individuals.
Click here for more information on maximizing your team's efforts.
Larry Whisenant is a financial advisor in the Medical Specialty Group with Pinnacle Financial Partners. You can reach him at (615) 690-4010 or by e-mail at larry.whisenant@pnfp.com.
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Pinnacle Presents at Howe Barnes Conference
Terry Turner, president and chief executive officer, recently represented Pinnacle at the 11th Annual Community Bank Conference hosted by Howe Barnes Investments.
Click here to access the PowerPoint presentation.
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Habitat, Pinnacle Help Single Moms in Rutherford
Eight single moms and their children will soon move into new affordable homes in Rutherford County, thanks to a partnership between Rutherford County Habitat for Humanity and Pinnacle. The two paired up in Habitat's program to build seven homes on Murfreesboro's East Sevier Street, in an area being revitalized with Habitat's help; and another on Jefferson Pike on property donated by Waldron Construction in LaVergne.
Pinnacle secured $40,000 in down payment assistance from the Federal Home Loan Bank of Cincinnati, providing $5,000 for each of the eight single mothers buying the homes. "The down payment is often the biggest stumbling block for people trying to buy a home of their own," said Jamie Sweeney, manager of client services for Pinnacle's Murfreesboro market. All of the houses are in existing neighborhoods, and the homeowners have been helping build each other's dwellings as they build "sweat equity," a hallmark of Habitat's program.
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New Area Executive for Franklin
| Mike Hammontree |
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Pinnacle has named financial services expert Mike Hammontree area executive for Franklin. He will work closely with Franklin office manager Tyane Powell, and with Vickie Manning and Brad Dunn, Pinnacle's other area executives in Williamson County, to give Pinnacle the strongest presence possible in the Williamson County area.
"Mike has been very effective in delivering distinctive service and effective advice in his four years with Pinnacle, especially when working with owner-managed businesses and professionals. His experience and focus on the client will be great assets as we strengthen our brand in the Franklin market," said Joanne Jackson, Pinnacle's manager of client services.
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Associates at Work in the Community
| Bill Jones |
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Bill was also recently profiled in Nashville Business Journal's Rutherford 25, highlighting the top 25 difference makers in the market.
Ed White has been named chairman of corporate membership and member of the executive committee of the Nashville Sports Council. The Council has tapped Pinnacle board member Dale Polley to chair the Gaylord Hotels Music City Bowl Presented by Bridgestone.
| Ed White | Dale Polley |
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| Berney Ragan |
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Long-time Nashville financial advisor Berney Ragan has joined Pinnacle Asset Management and Raymond James Financial Services Inc. as senior vice president and investment consultant. Berney, with more than 29 years of financial services experience, most recently served as a managing principal at Lincoln Financial Advisors.
He holds a bachelor's degree in economics from Vanderbilt University. He attended the Stonier Graduate School of Banking at the University of Delaware, Colgate Darden Commercial Lending School at the University of Virginia, the Tennessee School of Banking and the RMA Commercial Real Estate Lending Series.
Berney, a CFP ® professional, holds Series 6, 63, 7 and 24 securities licenses and is licensed in Tennessee real estate, life, accident and health insurance. He is a member of the Exchange Club of Nashville, Estate Planning Council of Nashville, Financial Planning Association and the National Association of Financial Advisors.
Pinnacle also welcomes five additional new associates:
Pinnacle Nashville
Miriam Baird joins as wealth management assistant. Miriam's financial services experience spans 25 years; she comes most recently from UBS Financial Services (previously Paine Webber).
Kim Horton brings 16 years of experience to her role of client service specialist at Pinnacle's Rivergate office. Kim was previously a head teller at First American/AmSouth Bank.
Carla Strickland joins as financial advisor assistant. Carla's 22 years of experience come most recently from AmSouth Bank where she had served as a relationship banking assistant and as a treasury management product specialist.
Pinnacle Murfreesboro
Brenda Haynes joins as vice president and office manager for Pinnacle's South Lowry Street office in Smyrna. Brenda comes from Bank of America where she served as assistant manager.
Mary Carolyn Nance serves as vice president and financial advisor. Mary Carolyn comes from AmSouth Bank where she was assistant branch manager of its Broad Street office.
| Brenda Haynes | Mary Carolyn Nance |
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We are continually looking for ways to improve Pinnacle's e-letter. If you have suggestions or topics you'd like us to cover, click here. We welcome your feedback anytime.
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What is Pinnacle's process for approving loan requests?
Pinnacle uses a signature process that is designed to expedite loan approvals for clients – no committees or out-of-town decision-making by people who know nothing about the client. Our process requires two executives to sign the loan approval. The loan amount determines which two executives must sign off. In addition to the signature process, Pinnacle has two full-time credit officers (one in Nashville and one in Murfreesboro) who focus exclusively on reviewing and approving loans. Everyone involved in the loan process strives to complete loan approvals within 24 to 48 hours.
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The Check 21 legislation passed by Congress in 2004 ushered in a new era of banking and struck a real blow to the paper check. For businesses, it opened up a new door to efficiency.
The legislation contained a provision that allows banks to clear a check based on an image of the check in lieu of the actual check. As a result, financial institutions began offering remote deposit capture, a way for businesses to make deposits electronically rather than physically going to a bank office. Click here for more on how businesses are using remote deposit.
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Pinnacle Clients Dominate Top 50
Eleven of Pinnacle's clients have been selected as Music City Future 50 honorees this year. The Chamber of Commerce awards program recognizes the fastest-growing 50 companies in the Nashville area based on past and projected employment and revenue growth.
Congratulations to:
- ASE Technology Inc. *
- Altair Data Resources *
- Bun Lady Transport LLC *
- cabedge.com LLC
- Cybera Inc. ***
- ERA Pacesetter Partners
- IKON Construction Inc. *
- LetterLogic Inc. **
- MyOfficeProducts Inc.
- Parthenon Publishing Inc. *
- Vaco *
* Denotes the number of previous wins
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How To Get The Most From Your Marketing Dollars
with Tim Davis, Author of the 60 Second Marketing Solution Seminar
Pinnacle Green Hills
Thursday, September 7, 11:30 a.m. - 12:30 p.m. (workshop and lunch)
RSVP or questions: Mary Hall at 690-4061 or via e-mail at
mary.hall@pnfp.com
Designed for anyone interested in learning about why most marketing doesn't work and what you can do about it, the "must haves" for successful marketing and how to develop an "elevator speech" and why it's important.
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