William J. Cunningham, CFP®, ChFC®, CAP®, AEP®
Senior Wealth Manager
Billy joined the Pinnacle team in 2019 and serves as the Senior Wealth Manager to our Columbus and Florida offices and is the current head of the Sarasota office. Billy embraces the philosophy that a team approach is a highly effective method to help our clients ~ who have a wide variety of needs ~ navigate an increasingly complex world of financial services. He believes in the commitment and principles of a fee-only Wealth Management firm held by law to a fiduciary standard that occupies a position of utmost integrity, special trust and undivided loyalty to clients, which are the core values of Pinnacle Advisors.
There are far-reaching benefits to our clients to receive opinions and advice from multiple sources with diverse backgrounds, education and experience. In his role as "Wealth Manager,” he thrives on the accountability of "quarterbacking" for our clients the comprehensive estate and financial guidance of a team of professionals. With a vision of continuing to expand his knowledge and competency for the benefit of our clients, and to enhance his value to our team in delivering exceptional wealth planning and guidance services, he has embarked upon achieving the Master of Science in Financial Planning. Although he has over 30-years of experience helping people achieve their life’s goals, mentally he is still only 21 years old! His dad always reminded him that "when you think you are still green you are growing. The moment you think you have ripened you are rotten!" He always hopes to “stray green” for the benefit of our clients and our firm.
