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Kristina Gillis-Phelps

Portfolio Operations Specialist

Kris joined Pinnacle Wealth Solutions in 2004 and later Mercer Advisors in 2021. She provides clients and our team with exceptional support. Her duties include client meeting preparation, performing all account trades, and processing IRA annual required minimum distributions. Kris enjoys playing a part in our clients' lives and helping them enjoy the things that matter to them.

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