William Ward joined Pinnacle Investments in 2021 as a Registered Client Service Associate. He has years of experience as a CSA at various wirehouses and helped launched one of the first virtual advisor programs in the industry. William also is a military reservist, currently serving in the New York National Guard, and reports out of a unit based in Rochester, NY (his hometown). In his free time, he enjoys spending time with his 3 children, motorcycling, exercise, and anything related to computers.
