Pinnacle Financial Partners

Pinnacle Financial Partners

5925 Farrington Road
Chapel Hill, NC 27517

919-523-6688     984-569-4411

Primary Contact: 
Lisa Long Jackson
Primary Email:
Secondary Contact: 
Caroline Riggsbee
Secondary Email:

About Us:


Our Strategy

The Pinnacle approach is a very people-centric one. It takes an unwavering focus and commitment of leadership to make it work. The same five key business strategies Pinnacle has employed since inception shape our focus today:


  • Focus on businesses, real estate professionals and consumers that desire a deep relationship with their financial partner. 
  • Provide distinctive service and effective advice. 
  • Hire and retain highly experienced and qualified financial services professionals.
  • Offer a full line of financial services including banking, investments, mortgage, trust, insurance and financial planning. 
  • Offer extraordinary convenience.