Nancy Newlon, Associate Vice President, Financial Planning at Pinnacle Wealth Planning Services, Inc.

Nancy Newlon

Associate Vice President, Financial Planning at Pinnacle Wealth Planning Services, Inc. | Mansfield, Ohio, United States

Profile last verified August 2026
Financial Services Verified Profile Mansfield, Ohio, United States
Verified

Personal Email

***@lpipinnacle.com

Personal • High Confidence

Phone Number

(216) ***-*955

United States • Phone

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Nancy Newlon Socials
Nancy Newlon Work Experience

Associate Vice President, Financial Planning at Pinnacle Wealth Planning Services, Inc.

About Nancy Newlon’s Current Company
Nancy Newlon’s Colleagues
Lisa Graszl

Lisa Graszl

Mansfield, Ohio, United States

Director of Business Operations

Director of Business Operations at Pinnacle Wealth Planning Services, inc.
(September 2026 – Present)

SH

Scott Heichel

Columbus, Ohio, United States

Pinnacle Wealth Planning Services, Inc.

Chief Investment Officer at Pinnacle Wealth Planning Services, Inc.
(March 2015 – Present)

CM

Christopher Meek

Mansfield, Ohio, United States

Portfolio Analyst at Pinnacle Wealth Planning Services, Inc.

Portfolio Analyst at Pinnacle Wealth Planning Services, Inc.
(September 2026 – Present)

PR

Pat Retirement

Mansfield, Ohio, United States

Associate VP Pinnacle Retirement Plan Services at Pinnacle Wealth Planning Services, Inc.

Associate VP Pinnacle Retirement Plan Services at Pinnacle Wealth Planning Services, Inc.
(Present)

PJ

Pat Jergens

Mansfield, Ohio, United States

AVP Retirement Plans at Pinnacle Wealth Planning Services, Inc.

AVP Retirement Plans at Pinnacle Wealth Planning Services, Inc.
(June 2006 – Present)

Kory Wiita

Kory Wiita

Greater Cleveland

Senior Wealth Manager at Pinnacle Advisors

Senior Wealth Manager at Pinnacle Wealth Planning Services, Inc.
(Nov 2019 – Present)

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Frequently asked questions about Nancy Newlon

What is Nancy Newlon email address?

Email Nancy Newlon at [email protected] and [email protected]. This email is the most updated Nancy Newlon's email found in 2026.

How to contact Nancy Newlon?

To contact Nancy Newlon send an email to [email protected] or [email protected].

What company does Nancy Newlon work for?

Nancy Newlon works for Pinnacle Wealth Planning Services, Inc..

What is Nancy Newlon's role at Pinnacle Wealth Planning Services, Inc.?

Nancy Newlon is Associate Vice President, Financial Planning

What industry does Nancy Newlon work in?

Nancy Newlon works in the Financial Services industry.

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