Wealth Advisor & Investment Officer
TITLE UPON HIRE AT CURRENT COMPANY:
Same as above
Bachelor of Business Administration with Finance Concentration, Else School of Management at Millsaps College (2006)
SPOUSE’S NAME and NAME AND AGES OF CHILDREN:
Jennifer Palomo (spouse); Kristoffer Palomo, 10; Isabella Palomo, 8; Gianna Palomo, 1
PLEASE DESCRIBE BRIEFLY YOUR JOB AND RESPONSIBILITIES INCLUDING HOW LONG YOU HAVE BEEN IN YOUR CAREER:
My most important duties are client-facing responsibilities. I am a problem solver, first, and a strategist, second. Think of me as the Walt Disney of wealth planning…I am in the business of making my client’s dreams come true. I am also an investment officer at Pinnacle Trust. Those responsibilities include assisting in the review and direction of the firm’s investment process. I also serve as the investment specialist for my team during client meetings or events. I have been in the investment business for 11 years. Prior to joining Pinnacle Trust, I was a hedge fund analyst responsible for the advisement of over $2 billion for institutional clients. I also served as the portfolio manager for a $12 billion portfolio at a state pension fund. Recently, Pinnacle Trust partnered with Community Bank to create Community Wealth Management, which is bringing the expertise of Pinnacle Trust into more than 40 branches of Community Bank in 4 states. I am responsible for building the practice in the Pearl, Brandon and West Lakeland branches in the Jackson area, and the Hernando, Olive Branch, Southaven, and Memphis branches in the metro Memphis area.
PLEASE LIST COMMUNITY INVOLVEMENT/ACTIVITIES/BUSINESS AND SOCIAL ORGANIZATION AFFLIATIONS:
*Member of the worship team at Vertical Church in Gluckstadt and the Reservoir
*I serve on the Executive Board as the VP of Division I for Brandon Futbol Club, where I also coach competitive and recreational soccer teams.
*Member of the Phoenix Club of Jackson, a group of young professionals raising funds for the Boys and Girls Club of Jackson.
YOUR PROUDEST MOMENT THUS FAR IN YOUR CAREER?
The greatest moments in my career are the meetings with clients after we design their custom wealth plan. There is usually the realization of serenity and peace due to knowing that they are secure during their retirement years.
ADVICE TO OTHER YOUNG BUSINESS AND COMMUNITY LEADERS?
There are several things that have big impacts in careers. I feel like finding a mentor that I wanted to model myself after was the first and foremost greatest contributor to my success. The second greatest contributor was making mistakes. The humility that comes with making things right with people is a virtue that cannot be learned in any classroom. Humility is the most attractive quality to me in human being.
IN YOUR OPINION, WHAT ARE THE MOST POSITIVE THINGS ABOUT METRO JACKSON? CONVERSELY, WHAT AREAS DOES THIS CITY AND SURROUNDING AREA NEED TO IMPROVE ON?
This is a loaded question. After spending several years in Washington DC, I came to appreciate Jackson and the quality of life here. Jackson is a great place for commerce and families. Jackson is strategically located at the center of several very important business hubs…Memphis, New Orleans, Dallas, Birmingham and Atlanta. The quality of life makes Jackson a very attractive place for young professionals. Conversely, Jackson needs a lot of help too…if the people who can change Jackson never step in and move it in a different direction, nothing will change. I think the first step in changing anything is education. That is where it all begins…beyond education, most other improvements are simply details.
THE BEST BOOK YOU HAVE EVER READ THAT HELPED ME IN MY CAREER WAS/IS?
Many books helped establish a foundation of knowledge. “Who Moved My Cheese?” helped me the most in understanding life, business and everything that falls in between. Nothing ever stays the same in business and life. I must always be looking for innovative and efficient ways to find the new cheese.
MY GREATEST INSPIRATION IS DRAWN FROM—-WHO OR WHAT?
This is another loaded question…I draw inspiration from so many sources. I have spiritual, personal, and professional inspirations from many different people. I generally look to those that have traveled the path before me and draw from the experience, strength and hope they share with me.
WHERE DO YOU WANT TO BE IN FIVE YEARS?
I am very happy with where I am right now. I have a wife and children who love me, in spite of my short comings. I have a roof over my head and plenty of food to eat. I teach young children a game (soccer) that I am passionate about. I am blessed with a career that I love and have a direct impact in the lives and dreams of others. I give more than I take today. I hope that in five years I can look back at this and say that much is still the same except that I give more than I could five years previous.
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