Meet Your ICOZ Team

Biography

William E. Davis

Chief Executive Officer, Pinnacle Capital Group

Bill founded Pinnacle Capital Group after the acquisition of Pinnacle Capital Securities, LLC, a SEC registered FINRA member Broker-Dealer. Bill has a diverse background as a financial services organizational leader and supervisory principal. He is well known for his thought leadership and organizational skills. He has been in the wealth creation, investment banking, placement agent and business development processes as an Agent, Broker, Planner, Derivative Trader and Registered Investment Advisor. He is FINRA licensed Series 7, 79, 24, 27, 4, 63 & 65 as well as CA Insurance License # 0I49363. His designations have included Certified Financial Planner (2003), Accredited Estate Planner (2006) and Certified Merger & Acquisition Advisor (2015). He holds a B.S. in Business & Economics.

Prior to his current career Bill served honorably in the United States Marine Corps as an Infantry and Reconnaissance leader. He made numerous worldwide deployments in support of U.S. National Interests and held multiple high visibility and foreign assignments at the highest levels. Later career assignments included leadership and mentor roles at the U.S. Naval Academy, Marine Barracks Washington, D.C. and the Basic School, Quantico, VA. He has lived and traveled throughout the world with extended stays in Asia, Europe, Middle East, the Carolinas, California, Washington, DC and Memphis, TN.