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Tag Archives: wealth management

Community Bank, Pinnacle Trust ink new agreement

BRANDON and MADISON — Community Bank has entered into an agreement with Pinnacle Trust to offer a comprehensive wealth management platform. The new service, named Community Wealth Management, will not only provide investment services but, also asset management, financial planning and trust services. “We are excited that we will be able to provide our customers with access to a full ...

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Strong base in medical field allowed HORNE to diversify

HORNE CPAs & Business Advisors built its brand as specialists in helping hospitals navigate the twists and turns of Medicare financial regulations. While the partner-run company achieved considerable success as the go-to-firm for Mississippi’s hospitals, Roy Ward never got entirely comfortable entrenching HORNE in the medical sector during his 30 years as president and CEO. Ward saw the federal government ...

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Wealth management still on the saving radar

With more than 22 years of experience in the wealth management industry, John Hill, isn’t easily alarmed over the financial markets’ present tumult. Their ongoing gyrations, though, have caused him to not only spend more time findings ways to help clients to hold on to their money, he is holding on to something else of theirs with greater frequency — ...

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