Simran Dhaliwal

Simran Dhaliwal

Simran Dhaliwal
Registered Client Service Associate, RJFS, Pinnacle Asset Management

3515 Glenwood Ave.
Raleigh, NC27612
Phone: 919.813.5858
Fax: 919.813.5859

Simran Dhaliwal is a sales assistant at Pinnacle’s Glenwood office in Raleigh, NC. She serves as a registered client service associate with Raymond James Financial Services, Inc., member FINRA/SIPC.

Simran is part of the Carolinas Pinnacle Asset Management team, where she is the sales assistant to financial consultant Craig Crenshaw, assisting him with all day-to-day aspects of the client relationship.

She joined Pinnacle in July 2019, bringing 7 years of financial services experience from SunTrust Bank. Simran holds Series 6, 7, 63 and 65 securities registrations, as well as licenses in Life and Health Insurance and Long-Term Care Insurance.

Simran grew up in Roanoke, Virginia and loves going back to the Blue Ridge mountains. She attended Radford University, where she obtained a bachelor’s degree in business administration. Simran now resides in Raleigh, NC with her husband and three boys. Spending time with family, traveling and volunteering all bring joy and balance to her life.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

Not FDIC insured Not bank guaranteed Subject to risk and may lose value
Not guaranteed by any government agency Not a bank deposit

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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