Kelly Nodine; Registered Client Service Associate, joined Pinnacle Asset Management and Raymond James Financial Services, Inc., member FINRA/SIPC in 2021 bringing 9 years of experience from Wells Fargo. She is an intricate partner with Financial Consultant David Henkel and Financial Consultant Bryan Sherrill in their Huntersville based office.
Kelly manages a wide range of administrative matters for the team including account maintenance and service requests to our client communications. Throughout Kelly’s career in financial services, she has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve.
With her broad knowledge and expertise Kelly assists clients with any questions or requests they may have in a timely and efficient manner. Kelly strives for excellence in serving clients and assisting the team. She approaches each client request or question with a positive attitude and conscientious manner. Being detailed-oriented, her goal is to always make working with the team easy and effortless.
Kelly enjoys fostering close relationships with the families and individuals they serve and helping ensure clients receive the highest level of attention and support.
As native of Cornelius, Kelly enjoys exploring the vast history of her community. During her personal time, she can be found spending quality time with her adored dogs.
