William E. “Bill” Davis advises HearthBook on wealth management, insurance, marketing, business development, and other areas related to serving individuals and families with complex financial lives.

Bill is the Chief Executive Officer of Pinnacle Capital Group and brings more than three decades of experience across investment advisory services, capital markets, insurance, compliance, alternative investments, and financial-services distribution. He has built and led advisory platforms, regulatory and supervisory frameworks, partner networks, and business-development organizations serving both financial professionals and investors.

Earlier in his career, Bill served 21 years in the United States Marine Corps, where he held senior leadership and mentorship roles. His combination of financial-services experience, operational leadership, and understanding of how advisors work with clients helps HearthBook continue developing tools that are practical for both consumers and the professionals they rely on.

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