Rob Malin
Pinnacle Financial Partners
Nashville, Tennessee
About
Company name
Business title
Fiduciary Counsel; Trust & Wealth Advisor
Contact
How to contact
615-968-3006
Professional Profile
Call Me When
Trust & Investment Management; estate planning
Professions
Attorney
Banker
Wealth Manager
Functional Expertise
Charitable giving
Estate planning
Family business
Fiduciary
Investments
Probate
Retirement
Tax
Trusts
Exit/Transition Planning
Professional Certification
JD, AEP, EPLS, CEPA, LL.M. (tax; candidate Spring 2025)
Transition Planning Certification or Methodology
CEPA
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Nashville Individual
Member since
Member for 2 years
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