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, 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. He attended Ouachita Baptist University, and brings a career defined by trusted relationships, business leadership, and a long-standing commitment to helping advisors and institutions move forward with confidence.
In his new role, Tom will lead a national sales effort, working closely with advisors and institutions to help them identify opportunity, cut through complexity, and drive better outcomes for their clients.
Tom’s move reflects more than a new title. It signals strategic momentum.
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. He was also impressed by Pinnacle’s high-touch, tailored approach and its investment in the people and platform needed to execute at a high level.
“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. “Today’s advisors do not just need access. They need alignment. 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 joins Pinnacle at a time when advisors are seeking more than product access. As the industry continues to evolve, firms increasingly need strategic partners that can bring together planning, execution, and support across channels while remaining nimble enough to meet the needs of today’s advisor.
For Pinnacle, Tom’s addition reinforces the firm’s commitment to building a platform that is both relationship-driven and growth-focused.
“Tom is a tremendous addition to our team,” said Jim Ludwick, Chief Executive Officer of The Pinnacle Group. “He brings the kind of experience, credibility, and leadership that immediately elevates an organization. More importantly, he shares our belief that advisors deserve more than surface-level support. They deserve real partnership, thoughtful solutions, and a team that knows how to execute. Tom’s arrival strengthens our ability to deliver exactly that.”
Throughout his career, Tom has worked alongside advisors, agents, bankers, CPAs, institutions, and other professionals across the country, building a reputation for trust, candor, and meaningful results. At Pinnacle, he will help extend that impact by leading national sales and private wealth efforts focused on advisor growth, client outcomes, and long-term relationship value.
His arrival also underscores a broader truth about Pinnacle’s momentum: top industry talent is taking notice.
By combining deep planning expertise, point-of-sale execution, and a collaborative support structure, The Pinnacle Group continues to expand its position as a differentiated partner for advisors looking to grow with confidence.