Advisors, it’s time for you to gain
Join an established advisor seeking a successor and partner in Palm Beach County.
We not only care about helping clients with an investment strategy, we are determined to provide each client with exceptional service along the way. We believe in an honest, straightforward approach to investing.
- Work with an established practice and an advisor with decades in the business.
- Provide your clients with a comprehensive approach to managing their financial needs with our network of professionals.
- Use our administrative assistants to support your current and future business needs.
- Partner with a firm with integrity and commitment
LET’S HAVE A CONVERSATION ABOUT ALIGNING OUR PRACTICES
Call Robert Restino at 1-877-340-6333, option 1
Rob Restino has more than 25 years’ experience in the financial services industry. During that time he’s worked hard in his ability to help clients and businesses to become better equipped to succeed in an everchanging world.
Rebecca Janssen is the nucleus of our client communications and data management. She has spent the last 20 years in customer and professional management, and her extensive experience helps Pinnacle deliver swift and precise client communications.
Desiree provides a comprehensive, detailed approach as an administrative assistant and also serves as personal assistant to Rob Restino. Desiree has a strong banking and analytics background and holds a degree in Finance from Florida State University.