Billy joined the Pinnacle team in 2019 and serves as a Wealth Manager to our Columbus, Mansfield and Florida offices. Billy has over 30-years of experience in the financial services industry as a financial advisor, regional sales director and professional fundraiser. He has represented several Fortune 500 Companies during his career including Merrill Lynch and Fidelity Investments. His experience includes asset allocation, portfolio/investment guidance, life insurance, legacy & estate planning, charitable giving and business succession planning for business owners. He attended LaSalle University where he earned his Bachelor of Arts degree. In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant® (ChFC®) and a Chartered Advisor in Philanthropy® (CAP®), Billy also earned his Accredited Estate Planner® (AEP®) designation in March 2023.