Billy joined the Pinnacle team in 2019 and serves as a Wealth Manager to our Columbus, Mansfield and Florida offices. Billy has over 30-years of experience in the financial services industry as a financial advisor, regional sales director and professional fundraiser. He has represented several Fortune 500 Companies during his career including Merrill Lynch and Fidelity Investments. His experience includes asset allocation, portfolio/investment guidance, life insurance, legacy & estate planning, charitable giving and business succession planning for business owners. He attended LaSalle University where he earned his Bachelor of Arts degree. In addition to being a CERTIFIED FINANCI
Billy Cunningham
Senior Wealth Manager
Pinnacle Advisors
United States, Florida, Sarasota
About Me
Profile Information
Senior Wealth Manager
Pinnacle Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Sarasota
Florida
United States
Aug 5, 2024
More profiles to browse
AK
Ashley Kammer
Investment Coordinator
DW
Dayne Wendling
VP Investment Dept and Senior Wealth Manager
WD
William D. Heichel
Founder, Chairman of the Board & Senior Wealth Manager
DH
David Harbeitner
Senior Wealth Manager, Florida Office
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation