Allison Thomas

Allison Thomas has spent over a decade in the financial services industry, having entered the field in 2013 as a Compliance Analyst with a global firm in New York City. In 2019, she relocated to Fairport, NY, to join Manning & Napier, where she spent seven and a half years strengthening her background in regulatory compliance and developing a genuine appreciation for the collaborative work it demands. She now brings that experience to her role at Pinnacle Investments, LLC. Holding FINRA Series 7, 63, and 24 licenses, she stays closely attuned to regulatory developments in support of client-focused outcomes within a continually evolving industry.

Outside of work, Allison values spending time with her husband and two children.