Two Experienced Financial Advisors Choose Pinnacle

Commercial bankers Max Greer and Raul Colon have joined Pinnacle Financial Partners from Truist, bringing 18 and 13 years of experience, respectively, to their roles at the firm. These additions to Pinnacle’s Winston Salem team are in keeping with the firm’s strategy of hiring seasoned professionals who can provide effective advice to clients and excel at client service. Greer is based at the firm’s Cherry St. address, and Colon is located at the Stratford Road office.

“We’re glad Max and Raul chose Pinnacle’s top-tier workplace culture and approach to client service,” said regional president Reid Marks. “They have the expertise and professional maturity our clients have come to expect.”

Both Greer and Colon started their careers as management development associates at BB&T (now Truist), where they excelled at client service and remained until this year.

Greer started at Branch Banking and Trust Company (BB&T) in 2003 and has developed a focus on commercial banking and capital markets across the Southeast. He earned a bachelor’s degree in business administration with a concentration in financial management from University of North Carolina at Charlotte. Greer also earned a certificate from the Graduate School of Banking at Louisiana State University. He holds FINRA Series 24, 79 and 63 licenses.

Colon started at Branch Banking and Trust Company (BB&T) in 2009 and will focus on commercial banking and commercial real estate lending in Winston-Salem and throughout the Triad. He earned an MBA from Wake Forest University and two bachelor’s degrees (economics and Spanish) from the University of Virginia. He serves as Chairman of the board of State Employees’ Credit Union Family House. He, along with his wife Susan Colon, were named named Outstanding Emerging Philanthropist in 2019 for the NC Triad Chapter of the Association of Fundraising Professionals.

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. Pinnacle earned a spot on FORTUNE's 2021 list of 100 Best Companies to Work For® in the U.S., its fifth consecutive appearance. American Banker recognized Pinnacle as one of America’s Best Banks to Work For eight years in a row and No. 1 among banks with more than $10 billion in assets in 2020.

Pinnacle entered the North Carolina market in 2017 when it acquired BNC Bancorp, known locally as Bank of North Carolina. Pinnacle continues BNC’s practice of offering community bank service with the resources and sophistication of a larger firm.

The firm began operations in a single location in downtown Nashville, TN in October 2000 and has since grown to approximately $35.3 billion in assets as of March 31, 2021. As the second-largest bank holding company headquartered in Tennessee, Pinnacle operates in 12 primarily urban markets in Tennessee, the Carolinas, Virginia and Atlanta.  

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