Pinnacle Financial Group Welcomes Financial Advisor Jay Nathan

ROCKVILLE CENTER, N.Y., June 20, 2019 (Newswire.com) -  Financial advisor Jay Nathan has affiliated with Pinnacle Financial Group (Pinnacle) and aligned with LPL Financial by joining existing financial advisor Sean Rooney in co-owning Prospect Financial Services. Nathan joins from H.D. Vest Financial Services.

“Joining Pinnacle, working with Sean and having the support of LPL has been a game changer in the way I work with my clients. I now have access to tools and resources that allow me to work efficiently, giving me more time with clients and less time with office work,” said Nathan, an advisor with over 20 years of financial services experience, focusing in the insurance area of financial planning.

“We are excited to welcome Jay to our team,” said Joe Esposito, President of Pinnacle. “Jay’s commitment to client service and independent financial advice aligns with our firm’s values, and we look forward to his contributions and allowing us to expand our depth of services that we can provide to our clients. He found a great partner in Sean; together, they can use their strengths to deepen client relationships and bring success to their firm.”

Pinnacle Financial Group is supported by LPL, a leader in the retail financial advice market and the nation’s largest independent broker/dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice.

Media Contact:
Joe Esposito
516-763-9700
[email protected]

About The Pinnacle Financial Group

Offices in New York, Long Island and Connecticut

About LPL Financial - LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

*Based on total revenues, Financial Planning magazine, June 1996-2018

© 2019 The Pinnacle Financial Group | 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, and WV.

Source: Pinnacle Financial Group