Helen Thorp, CFP®

Helen Thorp, CFP®

Helen Thorp, CFP®
Trust Services Advisor

3515 Glenwood Ave.
Raleigh, NC27612
Phone: 336.433.5762

Helen Thorp is a trust and wealth advisor serving Pinnacle clients from the firm’s Glenwood office in Raleigh, NC.

Helen helps clients protect, grow and distribute their assets through careful and customized trust administration and also specializes in retirement and estate planning. Helen began her career in 1984 in personal trusts and wealth management and spent 28 years working for the First Union/Wells Fargo Wealth & Trust Management Group.

Helen earned her bachelor’s degree in business administration from the University of North Carolina at Chapel Hill. She is also a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 63 securities licenses, as well as a Life and Health Insurance license.

Helen is very active in her community, including volunteer work for Habitat for Humanity, the Lindberger Cancer Center and UNC Horizons Program. She also works with Potcake Place Animal Rescue in the Turks and Caicos.

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