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Cassie Davidson

Cassie Davidson

Operations and Marketing Manager

Originally from New York, Cassie attended The University of Tampa, where she graduated Cum Laude with her Bachelor of Science degree in Business Management. Prior to joining Pinnacle Private Wealth in 2019, Cassie worked for Raymond James Financial Services where she worked her way up from an being an intern to eventually becoming the Director of Operations for a top-producing branch. She is responsible for managing the day to day operations of the office, servicing our clients, and spearheading our marketing efforts. Cassie resides in Stoneham and enjoys traveling, exercising, and trying new restaurants.