The Pinnacle Group at Morgan Stanley

Contact Us
The Pinnacle Group


Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

About The Pinnacle Group

The Pinnacle Group; Michael Prokop, George Hunt and Barbara Barletta, was created to provide clients with comprehensive, professional and effective financial money management service. Clients benefit from a broad range of investment experience. In fact, a founding principle of The Pinnacle Group is that the sum of their collective effort is far greater than the individual capabilities of the two partners. As more participants enter the market, the separation between investors and experts widen. Investing is increasingly dependent upon the investment manager’s knowledge and experience. The Pinnacle Group distinguishes itself with both financial experience and personal service. We strive to earn your trust through hard work, advice and a dedication to developing a long-term relationship. In today’s fast-paced, ever-changing financial environment, the key to investing often lies in the knowledge, experience and service provided by a team of full-service brokers.


Services Include

  • Wealth Management
  • Asset Management
  • 401(k) Rollovers
  • Annuities
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts
  • Wealth Consulting
  • Business Planning
  • Cash Management
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Institutional Services
  • Stock Option Plans

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



The Pinnacle Group has more than 75 years of combined investment experience and manages over $500mm* assets under management. Using Morgan Stanley's vast financial capabilities, the Pinnacle Group creates portfolios of long-term value by taking into consideration an investor's time frame and risk tolerance. This is accomplished by listening to our clients' concerns, communicating openly and consistently addressing our clients' needs. Our goal is to act with integrity and prudence to grow the assets entrusted to our care.

*As of 07/10/2017

Working With You

Working With You

The Pinnacle Group is dedicated to working closely with you on a regular basis to help you tap the benefits of the financial markets. We rely on our extensive industry knowledge and years of experience to provide you with detailed information about different types of investments. We then develop customized financial strategies designed to meet your near-and long-term financial needs. To keep abreast of market trends, we draw on the insight of Morgan Stanley's highly regarded team of research analysts and industry professionals. We share the Firm's strategic themes and recommendations with you and suggest how you can position your portfolio to potentially benefit given your goals and risk tolerance. Once a strategic plan has been put into place, we regularly monitor its progress and stay in touch with you to see if needs have changed over time and to help assure that objectives are being met.

Meet The Pinnacle Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact The Pinnacle Group today.

Dow    -166.97


Nasdaq    -16.08


S&P 500    -14.93

Market Information Delayed 20 Minutes

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

CRC 1369093   12/15

Awards Disclosures