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West Palm Beach, FL

William F. Callahan IV

Financial Advisor
Senior Vice President
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Bill Callahan has worked as a veteran financial advisor for nearly 30 years starting after graduation from The University of Vermont in 1990. Bill started his financial career in New York City at PaineWebber Incorporated where he rose to the level of Vice President in his first 5 years in production finishing number 1 out of his advisor training class of 100 advisor trainees. He was recruited by Morgan Stanley & Co., where he spent over 10 years of his career rising to the level of Senior Vice President. After the tragic events of the 9/11 World Trade Center Attacks, Bill and his wife Sandra left New York City and moved to South Florida where he continued to work for Morgan Stanley in West Palm Beach, Florida. After the financial crisis of 2008 & 2009, Bill moved to Ameriprise Financial in early 2011 and continued helping his clients achieve confident retirements until deciding to become part of the Pinnacle Investment team in September 2021 realizing the landscape for advisors is changing post-COVID to balance their work-life with family life for a greater quality of life and happiness. Bill’s specialty is tax-exempt retirement income and planning strategies, along with wealth preservation, insurance, and legacy gifting. Bill is a published author of a faith-based memoir called “A Gentile’s Journey” and is extensively involved in pro-Israel politics and advocacy with a focus on interfaith unity work between the Jewish and Christian communities in Palm Beach County. Bill has been trained also in Holocaust studies by Yad Vashem in Jerusalem, and advanced discipleship, ministry, and leadership training with International Christian Embassy Jerusalem and Christ Fellowship Church. Bill also received certification from the Connecticut School of Broadcasting with technical training in radio, television, and podcasting. Bill enjoys reading and spending time with his wife and three children, Jeremiah (age 16), Ruby (age 15), and Crystal (age 12).

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William F. Callahan IV's Team