John R. Hill

John R. Hill Email and Phone Number

Principal, RIA in Transition @
John R. Hill's Location
Bonita Springs, Florida, United States, United States
John R. Hill's Contact Details

John R. Hill personal email

n/a

John R. Hill phone numbers

About John R. Hill

John R. Hill is a Principal, RIA in Transition at RIA in Transition. He possess expertise in investment management, succession planning, strategic consulting, aquisition, financial planning.

John R. Hill's Current Company Details
RIA in Transition

Ria In Transition

Principal, RIA in Transition
John R. Hill Work Experience Details
  • Ria In Transition
    Principal
    Ria In Transition May 2021 - Present
    Bonita Springs, Florida, United States
    RIA in Transition was founded to help wealth management firms build a cohesive long-term strategy, enhance profitability, and develop successful retirement/transition plans. Much like good financial planning, strategic transition planning requires an intentional approach with a thoughtful partner - RIA in Transition is designed to be that partner.Key Focus Areas:- Long-term strategic planning- Performance benchmarking- Partner compensation structures and transition planning- Exit planning and preparation
  • Pinnacle Advisory Group
    Chief Executive Officer
    Pinnacle Advisory Group Feb 1993 - Apr 2021
    Founded and helped to build a leading provider of wealth management and financial planning services. Over 25+ years, we built a client-first organization that delivered best-in-class financial planning to 1,200+ families throughout the United States, while also providing back-office, investing, and compliance support to other RIAs.In 2021, Pinnacle was acquired by Congress Wealth Management, successfully positioning our team team and clients for their next chapter of growth.Key Achievements:- Developed fee-based wealth management platform with an emphasis on high-quality and complex financial and estate planning- Helped to establish a team of 16 dedicated wealth managers with a commitment to client service excellence and industry stewardship (five presidents of the Maryland FPA) - Developed and executed a strategic growth plan that expanded market reach into Naples, FL and Miami, FL while growing AUM to $2.5B+- Built innovative RIA-focused division that utilized Pinnacle's scale and resources to provide comprehensive support services to wealth managers
  • Cigna Individual Financial Services
    Private Wealth Manager
    Cigna Individual Financial Services Feb 1985 - Jan 1993
    Washington Dc-Baltimore Area

John R. Hill Skills

Investment Management Succession Planning Strategic Consulting Aquisition Financial Planning

John R. Hill Education Details

Frequently Asked Questions about John R. Hill

What company does John R. Hill work for?

John R. Hill works for Ria In Transition

What is John R. Hill's role at the current company?

John R. Hill's current role is Principal, RIA in Transition.

What is John R. Hill's email address?

John R. Hill's email address is jh****@****ory.com

What is John R. Hill's direct phone number?

John R. Hill's direct phone number is (812)-537*****

What schools did John R. Hill attend?

John R. Hill attended Elon University - Martha And Spencer Love School Of Business.

What are some of John R. Hill's interests?

John R. Hill has interest in Kayaking, Collecting Antiques, Home Improvement, Reading, Gourmet Cooking, Sports, The Arts, Golf, Fishing, Home Decoration.

What skills is John R. Hill known for?

John R. Hill has skills like Investment Management, Succession Planning, Strategic Consulting, Aquisition, Financial Planning.

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