The Pinnacle Financial Group Employee Directory

Financial ServicesUnited States11-50 Employees

Discover The Pinnacle Financial Group Difference

WE STRIVE TO PROVIDE YOU WITH A FRAMEWORK FOR SUCCESS—INCLUDING THE ONGOING SERVICE, SUPPORT AND TOOLS YOU NEED TO MAKE INFORMED DECISIONS ABOUT YOUR FINANCIAL FUTURE.

Our clients rely on The Pinnacle Financial Group to “actively listen” to them regarding their income objectives, risk tolerance, and goals for their investments. We will design a model that allows us to implement objective strategies and a plan aligned with your financial aspirations. We are client centric. Our goals come to fruition as we help you attain yours.

Here at The Pinnacle Financial Group, we believe that as we operate with your best interest as our paramount focus, we will create the foundation of trust necessary to build a long-term relationship with you. We hope that you will come to rely on us to help simplify the demands of managing your financial life while we work together to pursue your financial goals.

Our clients rely on The Pinnacle Financial Group because we devise a custom plan based on their needs and help them implement objective strategies in line with their goals.

The Pinnacle Financial Group | Design by DRH Inc. | Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through The Pinnacle Financial Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VI, & WV.

Find The Pinnacle Financial Group employees' phone numbers or email addresses

The Pinnacle Financial Group Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Asia
1

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  • Singapore
    1

The Pinnacle Financial Group's Leadership

  • Stylized image of a person
    B. R.
    Ceo
    Phone icon
  • Stylized image of a person
    T. M.
    Founder & Wealth Advisor
    Phone icon
  • Stylized image of a person
    J. R.
    Managing Director Operations & Investments
    Phone icon
  • Stylized image of a person
    B. B.
    Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    D. F. B.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    C. R.
    Insurance Broker
    Phone icon
  • Stylized image of a person
    E. V. C.
    Registered Investment Advisor
    Phone icon
  • Stylized image of a person
    V. H.
    Administrative Assistant
    Phone icon

Contact profiles from The Pinnacle Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. R.
    Ceo
    Phone icon
    United StatesArizona
    Oct 22, 2024
  • Stylized image of a person
    T. M.
    Founder & Wealth Advisor
    Phone icon
    Jun 20, 2025
  • Stylized image of a person
    J. R.
    Managing Director Operations & Investments
    Phone icon
    United StatesNew York
    Mar 20, 2024
  • Stylized image of a person
    B. B.
    Senior Wealth Advisor
    Phone icon
    United StatesNew York
    Oct 21, 2025
  • Stylized image of a person
    D. F. B.
    Wealth Advisor
    Phone icon
    United StatesNew York
    Oct 25, 2025
  • Stylized image of a person
    C. R.
    Insurance Broker
    Phone icon
    United StatesFlorida
    Sep 11, 2025
  • Stylized image of a person
    E. V. C.
    Registered Investment Advisor
    Phone icon
    United StatesNew York
    Oct 23, 2025
  • Stylized image of a person
    V. H.
    Administrative Assistant
    Phone icon
    United StatesNew York
    Nov 18, 2025
  • Stylized image of a person
    M. C. A.
    Financial Advisor
    Phone icon
    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    K. H.
    Phone icon

Frequently Asked Questions

What is The Pinnacle Financial Group known for?

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The Pinnacle Financial Group was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 9 South Long Beach Road, Rockville Centre, NY 11570, US; you can contact the main corporate office by phone at . Explore The Pinnacle Financial Group's company overview page for more information.

What is The Pinnacle Financial Group's most common email format?

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The Pinnacle Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Pinnacle Financial Group email formats with LeadIQ.

How many employees does The Pinnacle Financial Group have currently?

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The Pinnacle Financial Group has approximately 14 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are The Pinnacle Financial Group's key employees and leadership?

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As of December 2025, The Pinnacle Financial Group's key employees include:

  • Ceo: B. R.
  • Founder & Wealth Advisor: T. M.
  • Managing Director Operations & Investments: J. R.
  • Senior Wealth Advisor: B. B.
  • Wealth Advisor: D. F. B.

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