The Pinnacle Group announced today that Tom Alexander has joined the firm as National Director of Sales, marking a significant addition to its leadership team and continued investment in delivering high-level planning, support, and growth solutions to advisors and institutions nationwide.
Tom is widely respected for his leadership, strong industry relationships, and ability to help advisors navigate complexity and uncover opportunity.
Tom joins Pinnacle after an incredible chapter with Capitas Financial, where he led private wealth initiatives and worked closely with advisors, wholesalers, and institutions. His broader career includes roles with The Hartford and Farmers Insurance Group.
Known for his high standards, deep industry knowledge, and advisor-first approach, Tom was drawn to Pinnacle by the strength of its people, the depth of its support model, and the way the firm brings together planning, execution, and support across wirehouse, independent broker-dealer, and RIA channels without friction.
“After 39 years in this business, I know how important it is to have the right platform behind you,” said Tom Alexander, National Director of Sales at The Pinnacle Group. “What stood out to me about Pinnacle was the collaboration, the cross-functional support, and the ability to deliver practical solutions in a way that is both strategic and high-touch. This move gives me the opportunity to do what I do best with greater support and a team I truly believe in.”
Tom’s move reflects more than a new title. It signals strategic momentum.
“Tom is a tremendous addition to our team,” said Jim Ludwick, CEO. “He brings the kind of experience, credibility, and leadership that immediately elevates an organization. More importantly, he shares our belief that advisors deserve real partnership, thoughtful solutions, and a team that knows how to execute.”
About The Pinnacle Group
The Pinnacle Group is a planning, protection, and growth partner for financial advisors, offering integrated support across advanced planning, insurance, and annuity solutions, as well as business-building strategies. As part of Pinnacle Innovative Financial Services, The Pinnacle Group is complemented by affiliated companies spanning full-service marketing, lead generation, and solutions for breakaway advisors, RIAs, and institutions.
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