Pinnacle Financial Partners Opens New Office in Raleigh's Village District

Pinnacle Financial Partners Opens New Office in Raleigh's Village District

June 13, 2024

Pinnacle Financial Partners continues to expand in Raleigh with the opening of its new full-service office located at 307 Oberlin Road. This growth includes a significant number of talented new and current associates who share the firm’s vision and dedication to service.

“The Raleigh community has been so good to Pinnacle, and it’s an honor to continue to grow into thriving areas like the Village District,” said Mark Carlton, regional president. “This new office will allow us to reach even more of our friends and neighbors. There to serve them are a group with the perfect combination of skills and enthusiasm to deliver on Pinnacle’s promise of distinctive service and effective advice.”

The team based at the new office includes:

  • Natanya Chadwick, area manager
  • Michael Daly, area manager
  • Alesha Goldberg, office leader
  • Charles Bailey, financial advisor
  • Brandi Gerew, financial advisor
  • Loren Ruark, financial advisor assistant
  • Megan Bell, financial advisor assistant
  • Jessica Davis, client service advisor
  • Merline Escobar, financial advisor assistant
  • Cristina Lara, financial specialist
  • Yvette Morgan, financial specialist
  • Brittany Latronica, financial specialist

Five of these associates joined the firm this year specifically to serve the new Village District office. 

Goldberg has 12 years of experience and comes to Pinnacle from Wells Fargo, where she served in various roles including branch manager and service manager. Goldberg is a graduate of the University of Phoenix with a concentration in business administration and management.

With 22 years of experience, Bailey joins the firm from PNC Bank, where he served as a business banking relationship manager. He has also held key positions at SunTrust Bank and Hudson Belk throughout his career. Bailey graduated from the University of North Carolina, majoring in economics with a concentration in finance.

Davis brings nine years of financial services experience to the firm, most recently serving PNC Bank as a branch manager. Prior to that she held various roles at Emerald Electrical Services, Wells Fargo and Liberty Mutual. Davis attended Robert Morris University and West Virginia University.

Morgan comes to Pinnacle with more than 25 years of experience. Most recently she served as a universal banker at Dogwood State Bank. She is a lifelong resident of Raleigh and is deeply engaged in the community.

Latronica brings six years of financial services experience to Pinnacle. She joins the firm from YMCA where she served in human resources. She also served in various roles including a personal/small banker at Wells Fargo. She earned her bachelor’s from Farmingdale State College.

The new office is 11,212 square feet and has the firm’s distinctive contemporary architectural style. The interior space includes client service areas, 19 offices, one conference room and Pinnacle’s signature design elements: a water wall and the Pinnacle Learning Center for meetings, workshops and use by community groups. Raleigh-based Cline Design and McDonald York are the architect and contractor for the project.

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 is the No. 1 and fastest growing bank in the Nashville-Murfreesboro-Franklin MSA, according to 2023 deposit data from the FDIC. Pinnacle is No. 11 on the 2024 list of 100 Best Companies to Work For® in the U.S., its eighth consecutive appearance and was recognized by American Banker as one of America’s Best Banks to Work For 11 years in a row and No. 1 among banks with more than $10 billion in assets in 2023.

Pinnacle entered the North Carolina market in 2017 when it acquired BNC Bancorp, offering community bank service with the resources and sophistication of a larger firm. Pinnacle is ranked as the No. 1 workplace in the Triad, Triangle and Charlotte markets, as listed by the Triad Business Journal, Triangle Business Journal and Charlotte Observer.

The firm began operations in a single location in downtown Nashville, TN, in October 2000 and has since grown to approximately $48.9 billion in assets as of March 31, 2024. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 17 primarily urban markets across the Southeast.

Additional information concerning Pinnacle, which is included in the Nasdaq Financial-100 Index, can be accessed at