Pinnacle Investments, LLC Hires Senior Financial Advisor, Continues Florida Expansion

Seasoned advisor spearheads expansion in Florida market.

Pinnacle Investments, LLC

Pinnacle Investments, LLC (Pinnacle), a broker/dealer and investment advisory firm registered with the Securities & Exchange Commission and a member of the Financial Industry Regulatory Authority, announced today that Ami K. Forte had joined the firm as Chief Business Development Officer and Financial Advisor. As one of the financial services industry's most successful female advisors with over two decades of experience in the profession, Ms. Forte will work out of the Tampa, FL region expanding Pinnacle’s presence in the Sunshine State.

“We are thrilled to have a top industry advisor like Ami join our team," said Ryan York, CEO of Pinnacle Investments. "Having previously worked at several global firms, she brings additional high‐level experience that will contribute to our growth strategy by providing sound, knowledgeable and tailored financial advice to clients in the Tampa area and beyond.”

"It’s refreshing to be part of a financial‐services firm where women are represented throughout the organization, from support positions up to and including the boardroom, and where their voices and ideas are genuinely valued," said Ms. Forte. "I really look forward to opening the new Tampa area office. I have a number of ideas gleaned from my years of experience that will make it the perfect home for advisors and clients.”

It's refreshing to be part of a financial‐services firm where women are represented throughout the organization, from support positions up to and including the boardroom, and where their voices and ideas are genuinely valued.

Ami Forte

Chief Business Development Officer and Financial Advisor, Pinnacle Investments LLC

"Throughout her career, Ami has demonstrated an unwavering commitment to her clients’ best interests," said Elizabeth Bartlett, Chief Business Development Officer at Pinnacle’s parent company, Pinnacle Holding Company."As is our policy with any potential new hire, we conducted extensive due diligence and found that Ami's professional track record and dedication to clients and her community were a perfect match for Pinnacle’s service‐focused culture.”

“We have always been a firm that supports talented people, regardless of gender, and are pleased to have one of the industry’s leading women advisors joining us. We are confident that her successful career will reach new heights at Pinnacle," added Ms. Bartlett. 

Pinnacle Investments, LLC is a broker/dealer and investment‐advisory firm registered with the US Securities and Exchange Commission (SEC) and a member of both the Financial  Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Founded in 1996, Pinnacle is wholly owned by Pinnacle Holding Company, LLC, a financial services, insurance and human‐resources enterprise.

Source: Pinnacle Holding Company, LLC


Categories: Financial News

Tags: Ami Forte, Finance, Financial Advisor, Financial News, Financial Service, Florida, New York, Pinnacle, Syracuse, Tampa


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About Pinnacle

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The Pinnacle Family of Companies has numerous subsidiaries in the financial services business, including a registered broker dealer, registered investment advisers, a professional employer organization, and an insurance agency.

Liz Bartlett
Pinnacle
Pinnacle
507 Plum Street (Suite 120)
Syracuse, NY 13204
United States