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About Our Company

Kris Gillis-Phelps

Registered Sales Assistant

Kris has been with The Pinnacle Group since June 2004. As a Raymond James Financial Services registered sales assistant, she prepares client service meeting presentations and comprehensive portfolio analyses, assists in preparing financial plans, generates net-worth statements, snapshot reports and recommendations, and implements all trades. She also helps clients complete their required minimum distributions. She currently holds her Series 7, Series 66, life, health and annuity licenses.

A U.S. Army veteran, Kris served in Desert Storm. Originally from Michigan, she attended school there and now resides in Chesterfield County, spending her free time with family and friends. Kris enjoys camping, biking, working out and practicing yoga.
About Our Company
G. Carl Mahler Jr.
Jill A. Jeter
Kris A. Morton
Elisabeth Poore
Danyelle Evans
Edward W. Bradley

Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC

The Pinnacle Group – An Independent Firm | 3748 Winterfield Road | Midlothian, VA 23113 | Phone: 804-378-1624 | Fax: 804-378-1625

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© Raymond James Financial Services, Inc., member FINRA / SIPC