The Pinnacle Mountain Group at Morgan Stanley

For over three decades, Joe has dedicated himself to empowering individuals and families in achieving their financial and life objectives. With roots starting as an institutional bond trader, Joe's journey transitioned into the heart of financial planning, where he's keenly attuned to the intricacies of his clients' needs.

Prior to joining The Pinnacle Mountain Group, Joe co-founded The Locke Group alongside Juan Morales at Merrill Lynch in 2011. This formidable team later transitioned to Morgan Stanley, underlining their commitment to offering unparalleled service. Joe balances leadership with maintaining trusted relationships, ensuring his clients are prepared for every twist and turn in life's journey.

What sets Joe apart as a Certified Financial Planner is his meticulous attention to detail. He proactively identifies financial aspects his clients might overlook and keeps track of every income source they depend upon. Furthermore, recognizing that financial planning doesn't exist in a vacuum, Joe introduces clients to specialized professionals at Morgan Stanley, ensuring a holistic approach to wealth management.

Graduating with distinction from Hendrix College in History and Political Science, Joe's commitment extends beyond finances. An advocate for his community, Joe has contributed to the Arkansas Symphony's board, promoted financial literacy through Our House, and has mentored young individuals in Little Rock schools.

While finance is his expertise, passion fuels Joe's personal life. When he finds a moment of respite, you might catch him strumming his guitar in a local band, caring for his beloved pets, or cherishing moments with his wife, Sharon, and their three sons.

With 15 years of experience in financial planning and investment management, I am dedicated to helping clients achieve their financial goals through personalized strategies. As a Certified Financial Planner™ with The Pinnacle Mountain Group at Morgan Stanley in Little Rock, Arkansas, I specialize in retirement planning, wealth management, and tax-efficient investment strategies.

My passion for financial advising is deeply rooted in family values and a legacy of financial stewardship. I had the privilege of working alongside my father for over a decade before his retirement, benefiting from his 24-year career at Morgan Stanley and 16 years as CFO of an Arkansas nonprofit. His dedication to both corporate finance and community service shaped my approach to financial advising—combining strategic wealth management with a deep commitment to helping others.

I earned my degree from Westminster College in 2006, majoring in biology with minors in business, chemistry, physics, and allied health services. This diverse educational background has equipped me with a unique perspective in financial advising, allowing me to approach financial planning with analytical precision and a problem-solving mindset.

My approach centers on understanding each client's unique financial situation and crafting tailored strategies to meet their objectives. I believe in building long-term relationships based on trust, transparency, and a client-first philosophy.

Beyond my professional endeavors, I am deeply committed to community service and civic engagement. I actively serve on several boards and organizations that impact my local community, including:

• Rotary Club of Little Rock – Contributing to service projects that support education, economic development, and community enrichment.
• Catholic High School for Boys Foundation Board – Supporting the advancement of Catholic education and leadership development for young men.
• Economic Arkansas Board of Directors – Promoting economic and financial literacy education for students across Arkansas.
• CARTI Hospital Foundation Board – Helping advance cancer treatment and patient support services in Arkansas.
• Camp Aldersgate Board Member – Supporting programs for children and youth with special needs.
• Leadership Greater Little Rock Board Member – in partnership with the Greater Little Rock Chamber of Commerce, helping to educate future leaders on the evolution of the Little Rock community.

Outside of work, I enjoy quality time with my wife, Kristin, and our two boys, Jude and Lee. We like to travel, cook and watch movies, with a few rounds of golf mixed in.

If you're seeking a trusted advisor to guide your financial future, I would welcome the opportunity to discuss how we can achieve your financial goals together.

Juan's journey into financial advisement was ignited during his high school years in Little Rock, fueled by his innate aptitude for numbers and a genuine desire to support others in navigating their financial futures.

Launching his career at Merrill Lynch in 2011, Juan had the privilege of being mentored by industry expert, Joe Locke. Their harmonious collaboration culminated in a strategic move to Morgan Stanley in 2016. Today, Juan is instrumental in the team's financial planning journey. He delves deep, posing transformative questions to clients, questions they might not have even considered, ensuring a comprehensive financial roadmap. Juan's dedication is evident in his rigorous research approach; he meticulously evaluates every fund and investment manager for performance, risk, consistency, and organizational integrity.

Juan graduated from The University of Central Arkansas, earning a BA in Marketing. His also has earned the Chartered Retirement Planning Counselor designation, empowering him to provide even more advice as clients transition into retirement. Beyond professional realms, Juan's commitment to the community shines. He's an active member of the Fellowship Bible Church, champions the cause of Our House, and volunteers at The Arkansas Food Bank, reflecting his dedication to uplifting those in need.

Family and community are central to Juan. He beams with pride as a father, cheering on his son, Mason, on the soccer field. Little Rock isn't just Juan's hometown; it's where he's crafting legacies, both for his clients and within the community.

Raised in a family of business owners and blue-collar workers, RJ Moore understands firsthand the dedication, sacrifice, and strategic planning required to build and sustain a successful enterprise. This foundation shaped his passion for helping business owners manage both their company and personal assets, ensuring long-term financial stability and growth.

Since 2018, RJ has been committed to guiding his clients through the complexities of wealth management. His approach is rooted in building strong relationships and developing tailored financial strategies that serve as roadmaps for success. Whether navigating business expansion, succession planning, or personal wealth preservation, RJ takes pride in crafting customized solutions that align with each client’s goals.

Beyond his professional work, RJ is a dedicated leader in his community. As President of Arkansas Rising Soccer Club, he plays a key role in fostering youth soccer development and providing opportunities for young athletes. He is also an active member of St. Francis of Assisi Church in Little Italy, where he contributes to various initiatives that strengthen the local community.

A devoted husband and father, RJ and his wife, Ashley, have three children – Jay, Cooper, and Micaela. When he’s not working with clients or serving his community, you can find him cheering on Arsenal in the Premier League and the Arkansas Razorbacks.

With a professional journey that began at E. F. Hutton in Michigan back in 1983, Susan brings an impressive four decades of financial industry experience to her role. Relocating to Little Rock in 1986, she has been an unwavering pillar through the firm's many transitions, proving her adaptability and commitment. From roles as a Branch Manager Assistant to a Complex Manager Assistant, Susan has acquired a wealth of expertise that she now harnesses in her role as a Client Service Associate.

Susan's enthusiasm for her work is fueled by her genuine desire to assist clients. She takes immense satisfaction in answering queries and addressing service needs, ensuring that each client feels valued and understood. Her vast experience makes her a trusted resource for both her team and her clientele.

Beyond her professional endeavors, Susan, alongside her husband, Frank, have embarked on a journey of adopting and caring for dogs. Their home is currently brightened by the playful antics of Carly, their cherished Goldendoodle.