Manny Jimenez
530 Johnnie Dodds Blvd.
Mt. Pleasant, SC 29464
Manny Jimenez is a senior vice president and managing director for Pinnacle Asset Management and a wealth advisor for Raymond James Financial Services, Inc., member FINRA/SIPC. He is located at Pinnacle’s Johnnie Dodds Boulevard location in Mt. Pleasant, SC.
Jimenez joined Pinnacle in 2023, bringing more than 37 years of investment experience and knowledge to his role. His focus is in working with small to medium-sized businesses, arranging qualified and non-qualified benefit plans to assist with their needs, and he offers financial and business planning. Prior to joining Pinnacle, he was with Truist Investments, where he was a financial advisor for its private client area and managing director of the Crescent Palm Group. He has also held the positions of senior vice president for Merrill Lynch and senior vice president for UBS.
He graduated from The Citadel in 1980 with a B.S. in biology. Manny has numerous professional designations, including RICP®, CRPC™ and CRC®. Manny has also been awarded the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary 360 (Fi360). Manny also has his Series 24, 63, 7 and 8 licenses.
Originally from Charleston, SC, Manny currently lives in Edisto Island with his wife Carla and son Carlo.
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