What departments does Pinnacle Financial Group, Wealth Management Firm have?

Pinnacle Financial Group, Wealth Management Firm has employees across 6 departments including Entrepreneurship, Finance, Analytics, Program & Project Management, Customer Success.

How has Pinnacle Financial Group, Wealth Management Firm's team size changed over time?

Pinnacle Financial Group, Wealth Management Firm's team has remained stable from approximately 1 to 1 employees based on available data.

Pinnacle Financial Group, Wealth Management Firm Employee Directory

Q: What is the largest department at Pinnacle Financial Group, Wealth Management Firm?

The largest department at Pinnacle Financial Group, Wealth Management Firm is Analytics with 2 employees.

Financial ServicesTexas, United States11-50 Employees

Pinnacle Financial Group is a wealth management firm based in Amarillo, Texas, established in 1996 by Michael David. The company provides holistic financial planning and investment management services through a team-based approach, aiming to tailor strategies to each client’s goals and life circumstances. Its advisory structure includes Wealth Advisors, an Investment Committee, and a research team, and securities are offered through LPL Financial with investment advice provided by a separate registered advisor, CWM, LLC, indicating a multi-firm framework. The firm emphasizes a long-term, personalized client relationship, focusing on trust, transparency, and accountability as part of its service model. Target clients appear to be individuals and families seeking goal-oriented wealth management and comprehensive planning beyond one-size-fits-all solutions.

Pinnacle Financial Group, Wealth Management Firm Global Highlights

North America
112

United States Of America
106
Canada
6

Asia
4

India
3
Turkey
1

Europe
3

Germany
1
Switzerland
1
Greece
1

Africa
2

South Africa
1
Burundi
1

Oceania
1

Australia
1

Pinnacle Financial Group, Wealth Management Firm's Leadership

C. T.
Partner
Mobile Phone
Email
S. M.
Owner
Mobile Phone
Email
K. K.
Managing Director
Mobile Phone
Email
S. J.
Investment Portfolio Manager
Mobile Phone
Email
R. H.
Business Intelligence Manager
Mobile Phone
Email
K. W.
Portfolio Manager
Mobile Phone
Email
B. B.
Client Relationship Manager
Mobile Phone
Email
J. W.
Senior Investment Analyst
Mobile Phone
Email

Pinnacle Financial Group, Wealth Management Firm Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Pinnacle Financial Group, Wealth Management Firm

Name

Title

Contact

Location

Last Update

C. T.
Partner
Mobile Phone
Email
Aug 04, 2026
S. M.
Owner
Mobile Phone
Email
Aug 01, 2026
K. K.
Managing Director
Mobile Phone
Email
Switzerland
Dec 16, 2025
S. J.
Investment Portfolio Manager
Mobile Phone
Email
IndiaMaharashtra
Oct 26, 2025
R. H.
Business Intelligence Manager
Mobile Phone
Email
CanadaBritish Columbia
Nov 12, 2025
K. W.
Portfolio Manager
Mobile Phone
Email
Aug 01, 2026
B. B.
Client Relationship Manager
Mobile Phone
Email
Oct 22, 2024
J. W.
Senior Investment Analyst
Mobile Phone
Email
Apr 16, 2026
A. S.
Wealth Client Service Specialist
Mobile Phone
Email
Jun 25, 2026
W. M.
Account Administrator
Mobile Phone
Email
Oct 17, 2025

Frequently Asked Questions

What is Pinnacle Financial Group, Wealth Management Firm known for?

Pinnacle Financial Group, Wealth Management Firm operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-301-951-****

. Explore Pinnacle Financial Group, Wealth Management Firm's company overview page for more information.

What is Pinnacle Financial Group, Wealth Management Firm's most common email format?

Pinnacle Financial Group, Wealth Management Firm employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pinnacle Financial Group, Wealth Management Firm email formats with LeadIQ.

How many employees does Pinnacle Financial Group, Wealth Management Firm have currently?

Pinnacle Financial Group, Wealth Management Firm has approximately 11 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Pinnacle Financial Group, Wealth Management Firm's key employees and leadership?

As of July 2026, Pinnacle Financial Group, Wealth Management Firm's key employees include:

Partner: C. T.
Owner: S. M.
Managing Director: K. K.
Investment Portfolio Manager: S. J.
Business Intelligence Manager: R. H.

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Pinnacle Financial Group, Wealth Management Firm Employee Directory

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