Carly Kidd

Financial Advisor

Carly is a Financial Advisor working with a wealth management team that oversees more than 200 million dollars in assets and has a combined experience of over 70 years in the financial services industry. As a young professional, she works to develop relationships with prospective clients in New York City who want to be a part of the Pinnacle family. Carly began her career in the investment industry at Anchorage Capital Group after graduating from James Madison University in May of 2016 with a Bachelors degree in Communications. She is a Financial Industry Regulatory Authority General Securities Representative (Series 7) and a State Securities Agent & Registered Investment Advisor Representative (Series 66).

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