Guiding our team with unwavering dedication, Ken New serves as our esteemed Financial Advisor. With a commitment spanning over two decades, Ken focuses on educating retirees and pre-retirees on financial strategies. His visionary leadership is driven by a passion for mentorship and empowering both clients and team members. Ken’s respected presence in the financial industry, coupled with his dedication to excellence, creates a harmonious team environment built on core values of integrity and expertise.
Meet The Team
The Pinnacle team’s primary objective is to provide holistic financial strategies. Our ultimate vision is to educate clients about their own personal financial challenges and potential solutions regarding complex financial issues.
Ken New is committed to helping retirees and pre-retirees understand financial strategy. Since 1997, he has spent time discovering options for income planning with a definitive strategy to reduce taxes. Ken explains options for growth to clients that will raise the probability that they will not outlive their income. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. Ken is a resident of Viera, Florida and is happily married to his wife, Linda. He enjoys spending time with his wife, daughter, Lindsey and granddaughter, Adalyn.
Leadership and Vision
Ken New, Financial Advisor
The Backbone of Pinnacle
Services Team
Pinnacle’s Services Team is the backbone of our organization, excelling in client services, business operations, and tax preparation. They collaborate to drive seamless operations and meet clients’ unique needs, fueling our mission for exceptional financial solutions.
Linda has an extensive background in banking. She left the banking industry as the Vice President of Building and Construction Loans. Linda also has many years in Customer Service and is most outstandingly a ’people person.’ Her expertise in all areas of small business management is apparent in the way she cares for our clients. Linda’s dedication to our clients and passion for helping people is apparent in everything she does. Linda is a resident of Viera, Florida and is happily married to her husband, Ken. She enjoys spending time with her husband, daughter, Lindsey and granddaughter, Adalyn.
Jenny Moore joined Pinnacle Financial Wealth Management in 2016. In her current role, she provides support to the financial advisor for all client transactions. Jenny has many years of customer service and administrative experience which enables her to deliver excellent assistance.
Education:
Associate of Arts, General Studies – Eastern Florida State College
Jennifer joined the Pinnacle Financial Wealth Team in 2020, bringing with her a wealth of experience in customer service and management. As Director of Client Services, Jennifer delivers a personal concierge service, providing top-tier scheduling and customer care to all of our clients. She also excels in marketing and event coordination.
In 2023, Jennifer enhanced her professional qualifications by earning a Series 7 General Securities License. This achievement underscores her dedication to continually improving her financial knowledge and ability to serve clients at the highest level.
Education: Jennifer holds a Bachelor of Science in Family & Consumer Science from Carson Newman University.
If you are looking for help with your taxes, please contact Debbie Hogan with ProTax Corporate Services, Inc. With 15 years of experience, Debbie specializes in preparing personal and corporate returns, along with bookkeeping services. She has worked alongside Pinnacle Financial Wealth Management for many years servicing clients with tax preparation.
Play Video
Invest Without Guessing About Risk.
You’re going to appreciate how Pinnacle empowers you to become a fearless investor. Connect with us to unlock your tailored investment strategy.
Get in Touch
