Angela Dodson
707 Green Valley Road
Greensboro, NC 27408
Angela Dodson is part of Pinnacle Asset Management and is a registered sales assistant with Raymond James Financial Services, Inc., member FINRA/SIPC. She is a part of the Triad Asset Management team and is based at Pinnacle’s Greensboro office at 707 Green Valley Road.
Dodson joined Pinnacle in 2020 with Private Wealth Managers Tracy Cottingham, Jeff Chesson and Steve Brackman, to form Capstone Investment Partners serving businesses and individuals with significant investment needs. The four-member team was previously with Wells Fargo Advisors.
Dodson came to the firm with a passion for superior client service and 16 years of expertise in supporting wealth managers and their clients with reports, trade confirms, record-keeping, operational and other services at Wells Fargo.
Check the background of these investment professionals on FINRA's Broker Check.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
Not guaranteed by any government agency | Not a bank deposit |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
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