Simran Dhaliwal

Simran Dhaliwal

Simran Dhaliwal
Registered Client Service Associate, RJFS, Pinnacle Asset Management


3515 Glenwood Ave.
Raleigh, NC27612
Phone: 919.813.5858
Fax: 919.813.5859
Email

Simran Dhaliwal is a sales assistant at Pinnacle’s Glenwood office in Raleigh, NC. She serves as a registered client service associate with Raymond James Financial Services, Inc., member FINRA/SIPC.

Simran is part of the Carolinas Pinnacle Asset Management team, where she is the sales assistant to financial consultant Craig Crenshaw, assisting him with all day-to-day aspects of the client relationship.

She joined Pinnacle in July 2019, bringing 7 years of financial services experience from SunTrust Bank. Simran holds Series 6, 7, 63 and 65 securities registrations, as well as licenses in Life and Health Insurance and Long-Term Care Insurance.

Simran grew up in Roanoke, Virginia and loves going back to the Blue Ridge mountains. She attended Radford University, where she obtained a bachelor’s degree in business administration. Simran now resides in Raleigh, NC with her husband and three boys. Spending time with family, traveling and volunteering all bring joy and balance to her life.

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

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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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