Simran Dhaliwal
3515 Glenwood Ave.
Raleigh, NC 27612
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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