Kelly O'Neill is Marketing Manager for Pinnacle Advisor Solutions.

How PRISM Helped One Advisor Retire In Two Years… And Protected His Clients In The Process

As 2018 winds down, we would like to acknowledge the achievement of a significant milestone: the five year anniversary of our continuity and succession solution, PRISM. Pinnacle Advisor Solutions was founded in 2011 with a simple mission: to support the needs of independent advisors. We began by offering access to our investment management, financial planning…