Bill Patrick
Bill Patrick joined Pinnacle Investments in July 2026. He has a passion for helping individuals, families, and business owners build confidence in their financial future, which led him towards wanting to be a financial advisor.
Before Joining Pinnacle Investments, Bill graduated from James Madison University and built a diverse leadership career with Budweiser, Procter & Gamble, and Amazon. During his 6 years with Amazon, he served as a Site Manager in both New Hampshire and Albany, New York, leading teams of more than 500 employees and overseeing operations responsible for delivering 30 million packages annually. His experience managing large teams, solving complex challenges and delivering results provides a strong foundation for serving clients with discipline, integrity, and a commitment to excellence.
Originally from Fayetteville, NY, Bill now lives in Saratoga Springs with his wife and their one-year-old daughter.