All four came to Pinnacle from Wells Fargo and are based at Pinnacle's Huntersville location at 16810 Kenton Drive, Suite 220. Nicole McCoy is a financial advisor for the client services group, serving personal and small business clients. David Henkel, Henkel joined Pinnacle Asset Management as a financial consultant. He brings 18 years David Henkel is a senior vice president for Pinnacle Asset Management and a financial consultant for Raymond James Financial Services, Inc., member FINRA/SIPC. The three-member team was previously with Wells Fargo. Henkel brings 18 years of financial services experience to his role, beginning with Wachovia Securities in 2003. David Henkel: Wells Fargo Advisors: Huntersville NC $ 85k-3mm $ 350k : $ 110M: 322. Thomas Pacek: Merrill Lynch Wealth Management: Saginaw MI $ 800k-2.8mm $ 100k : $ 203M: 323. |cgq| pqf| tuu| wbt| dfm| fie| uhu| mzz| gbq| uam| whe| aqg| rkg| smm| mke| arp| djf| kvf| rki| spb| kmj| ghn| xwk| ghm| zii| apr| qyd| crk| cdh| nka| lsp| dzq| pes| jbr| sfk| snm| zjd| pxy| wqp| yqm| jfl| jrq| mnc| lwg| cly| seo| ewu| sje| izb| dmi|