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Syracuse, NY

William Ward

Registered Client Service Associate
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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). At home, William lives with his wife Jessica and their three children. In his free time, he enjoys motorcycling, exercise, and anything related to computers.