Mark Allison
Founder | Private Wealth Advisor
Mark’s impressive financial career spans four decades. He rose to prominent positions at Smith Barney and Morgan Stanley, where he developed a deep understanding of the complexities of personal finance and a keen ability to...
Carol Ferris
Client Concierge
Carol joins Pinnacle Private Wealth Advisors as a Client Concierge, after 5 years working in healthcare and patient services. She provides administrative and hospitality support, as well as client management functions. Carol has held...
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Alison Decker
Administrative Assistant
Alison provides Pinnacle Private Wealth Advisors with support for administrative tasks and client management functions. After 15 years in the healthcare industry, Alison moved into financial services. Prior to joining LPL, she worked...
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