Jan Beatty-Hendley | Pinnacle Financial

Bio

Jan Beatty-Hendley is a relationship manager for Pinnacle Asset Management as part of the Carolinas and Virginia Pinnacle Asset Management team. She joined the firm in 2021, bringing 40 years of banking and wealth management experience from Wells Fargo Bank (formerly First Union/Wachovia), where she was most recently a senior trust and fiduciary specialist for the greater Charlotte area. In this role, Jan primarily worked with high-net-worth clients specializing in trust and estate administration.

She earned her bachelor’s degree from the University of South Carolina graduating magna cum laude. In addition, Jan completed a specialized financial planning program at Queens University in Charlotte and earned the professional designation of Certified Trust and Fiduciary Advisor (CTFA).

She is active in her community and currently serves on various local boards including Wingate University Board of Trustees, UNC-Charlotte Advisory boards, and is on the Board of Directors at Cabarrus Healthcare Foundation. Professionally, Jan has served on Planned Giving Advisory Councils that has included Queens University and Wingate University. She is also an advisory board member of the Kulwicki Driver Development Program.