John B. Roeckel
Investment Advisor | Pinnacle Wealth Advisors, LLC
John has more than 38 years’ experience in the financial services industry. His career began as an examiner at the Philadelphia Stock Exchange. This “boots on the ground” experience helped open the door to his successful career in finance, including a position of Vice President at The Bear Stearns Companies, Inc. He has since spent the last 30 years as an Investment Advisor and is presently one of three Financial Advisors at Pinnacle Wealth Advisors, specializing in investment management, portfolio construction, retirement planning and estate planning needs.
John’s passion lies in servicing and educating his clients. He finds immense satisfaction from the integral role he plays in helping them not only achieve their financial goals, but also in feeling that financial security they all desire.
John holds a bachelor’s degree in economics from Lock Haven University of Pennsylvania. His professional designations include Series 7, 24, 63, 65, PA residential life and health insurance license as well as non residential life and health insurance licenses in several states.
He enjoys the wonders of nature and umpiring youth baseball.
A personal favorite of his -
“You don’t always have to tell your side of the story. Time will.” -Toby Mac
Email: john@pinnaclewealthinc.com
Phone: (267)-261-8095
Text: 267-458-2809
Mailing Address:
2857 Nazareth Rd.
Suite 213
Easton, PA 18045