Cris M. Dockery has joined the Pinnacle Trust team as a Financial Advisor. Cris holds a B.S. in Business Administration from Mississippi State University along with his Series 7, Series 63, Series 65 and insurance licenses. In 2010, Cris was recruited to join one of the largest wirehouse financial firms in the U.S. where he spent four years focusing on mid to high net worth wealth management for private clients. Cris also specialized in retirement planning, including individual company qualified 401(k) corporate benefit plans, as well as Multiple Employer 401(k) Plans with Associations. Using his experience as a business owner for 18 years, Cris works with business owners in 401(k) strategy, design, administration, policy and selecting carriers that are the best fit for the company and its employees.
Proven Wealth Management Solutions.
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