Betty NealSr. Relationship Manager

biography

Betty is a Certified Financial Planner® and Senior Relationship Manager with Pinnacle Family Advisors. Betty served in the banking industry for 28 years in Indiana and here in Missouri, where her family relocated in 1985. She was a Vice President with United Missouri Bank in Springfield when she changed careers and became a registered securities representative. Betty was one of the founding partners in Pension Consultants, Inc/Wealth Management, Inc in 1994. She left Pension Consultants in 1998 and opened an Edward Jones office in Springfield, Missouri. Betty moved to Merrill Lynch in 2003, where she later became a part of a team that moved to Morgan Stanley in 2006. Betty joined Pinnacle Family Advisors in January of 2010. Betty attended Indiana University/Purdue University in Indianapolis. She received her Certified Financial Planner designation in 1997.

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