Knowledge Center

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Proven Wealth Management Solutions.

Are you beginning your journey towards wealth management? Are you interested in learning more about best practice wealth management techniques? Do you want to protect your assets and provide a legacy for your loved ones? We invite you to enter the Pinnacle Trust Knowledge Center to read blogs, watch financial advisory videos, and gain further insights into our proven wealth management solutions.

Dockery Joins Pinnacle Trust

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.

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