Justin Willis, CPWA®, CFP®, CIMA®

Justin has over a decade of experience in the wealth management industry. For a select group of individuals, families, and institutions Justin’s team helps to build, manage, protect, and transition wealth addressing the complexities that accompany comprehensive financial planning and tailored portfolio management.

Prior to Pinnacle, Justin served as a private wealth advisor at J.P. Morgan, and as a portfolio manager at Bank of America’s Private Bank, U.S. Trust. By way of education, he earned his bachelor’s and his MBA from the University of Maryland Robert H. Smith School of Business. In addition, he obtained certificates in Private Wealth Management and Investment Management from Yale University.

 Justin is a Certified Financial Planner (CFP®), Certified Private Wealth Advisor®, and Certified Investment Management Analyst®, professional.

Justin was awarded a Pathfinder Award by Wealth Solutions Report highlighting him as a Top Black Industry Leader and naming him Black Portfolio Manager of the Year.