Amy O'Bannon Joins Pinnacle as a Financial Advisor

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News Releases

Amy O'Bannon Joins Pinnacle as a Financial Advisor

January 29, 2019

Amy O'BannonAmy O’Bannon has joined Pinnacle Financial Partners’ client services team as a senior vice president and financial advisor. She is based at the firm’s Memphis main office on Shady Grove Road.

“Amy has an outstanding reputation of providing superior service to clients,” said Chad Rounder, area manager for Pinnacle’s client services group. “She has a deep well of experience and roots in the Memphis business community, so she is a natural fit for our team at Pinnacle. We continue to be the bank of choice for the top professionals in our market, and I can’t wait to see what we can accomplish together.”         

O’Bannon brings 25 years of financial services experience to Pinnacle. She most recently comes from the Wealth Management Group at Regions Bank, where she was a wealth advisor focusing on business development and comprehensive planning and portfolio management. Prior wealth management roles were with SunTrust Private Wealth Management, Trustmark National Bank, Raymond James Financial Services, UBS PaineWebber and J.C. Bradford & Company.

O’Bannon earned a degree in paralegal studies from the University of Memphis. She is a graduate of the Southern Trust School, holds series 7, 24, 63 and 65 securities licenses and is licensed in life and health insurance in Tennessee. O’Bannon also holds Certified Wealth Strategist, Accredited Estate Planner and Certified Trust and Financial Advisor designations.

She is active in the causes and has served on the board of Gift of Life Mid-South and is a board member and past president for the Memphis Estate Planning Council. O’Bannon is a past board member and past president of the Society of Financial Service Professionals/ Memphis. She is a graduate and past board member of Leadership Germantown and is a past recipient of Memphis Business Journal’s Top 40 Under 40. O’Bannon’s extensive community involvement includes serving as a youth mentor and volunteering with United Way and Junior Achievement. She is also a former Germantown Education Commissioner, and in 2008 was named to Memphis Woman Magazine’s list of 50 Women Who Make a Difference in Memphis.

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services designed for businesses and their owners and individuals interested in a comprehensive relationship with their financial institution. The firm earned a place on FORTUNE’s 2017 and 2018 lists of the 100 Best Companies to Work For in the U.S., and American Banker recognized Pinnacle as one of America’s Best Banks to Work For six years in a row.

Pinnacle has served Memphis since 2015 when it acquired Magna Bank. Since then Pinnacle has become the official bank of the Memphis Grizzlies and FedExForum and was named a “Top 10 Company to Watch in 2017” by the Greater Memphis Chamber. Pinnacle was named No. 1 “Best Place to Work” by the Memphis Business Journal in three of the last four years. 

The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $25.0 billion in assets as of Dec. 31, 2018. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 11 primarily urban markets in Tennessee, the Carolinas and Virginia.

Additional information concerning Pinnacle, which is included in the NASDAQ Financial-100 Index, can be accessed at www.pnfp.com.