A Collaborative Approach to Building Your Financial Plan & Managing Your Money
Through our collaborative process, we’ll explore your vision for your ideal life as well as your current and future needs, wants and wishes. Together we will organize your financial resources to reflect these goals. Over time your personal goals change, and your financial plan will evolve and change as well. We’ll periodically review and adjust your strategy, so it aligns with your current financial picture.
Investment & Retirement Planning
College Savings Planning
Benjamin R. Quilty, MBA, CFP®
Chief Executive Officer & Financial Advisor
Ben offers comprehensive financial and retirement planning to assist individuals, and families, in making informed investment decisions. After receiving his Bachelor’s degree in Business Economics from SUNY Oneonta in 2005, Ben earned his Master’s of Business Administration (MBA) degree, with a concentration in Financial Management, from Pace University in 2010.
Robert Cuculich, MBA
Financial Advisor & Municipal Bond Principal
Bob’s career began after receiving his Bachelor’s degree from the Syracuse University School of Management in 1978. He went on to earn his Master’s of Business Administration (MBA) from Syracuse University in 1982. In addition to advising clients, Bob has extensive knowledge and experience in research, portfolio management, trading of fixed-income securities, stocks, bonds, mutual funds and more.
Brandon has been a licensed financial advisor with our team since 2015. His main focuses are retirement, investment, insurance, and college planning. His experience as an advisor on 401k plans means he educates clients on the importance of having a proper financial plan for their future. Brandon graduated from Syracuse University in 2014 with a degree in Psychology and has a certificate in financial planning from the NYU School of Professional Studies.
Carly began her career in the financial services industry in 2016 after receiving her bachelor’s degree from James Madison University. In 2021, Carly moved back to her hometown, Syracuse, NY, and joined Pinnacle Investments. Carly holds the following Financial Industry Regulatory Authority (FINRA) Licenses: General Securities Representative (Series 7), State Securities Agent & Registered Investment Advisor Representative (Series 66), General Securities Principal (Series 24), Municipal Securities Representative (Series 52), and Municipal Securities Principal (Series 53).
Financial Advisor / Team Administrator
Stephanie began her career in the financial industry in 2014 with a global firm. She joined Pinnacle in 2019 as a financial advisor and in 2020 took on the added role of Team Administrator. Financial Industry Regulatory Authority (FINRA) Licensed: General Securities Representative (Series 7), State Securities Agent (Series 63), Registered Investment Advisor Representative (Series 65), and NY State Insurance – Life Accident & Health.