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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). In his free time, he enjoys spending time with his 3 children, motorcycling, exercise, and anything related to computers.