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Patricia A. Bills, AIF®Vice President, Financial Advisor

  • 2000 Southbridge Parkway
    Suite 630
    Birmingham, AL 35209
  • 205.917.5399

Pat joined CAPTRUST in 2008 as Vice President and Financial Advisor  and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Pat served  as a municipal bond trader, Sales manager, and Financial Advisor serving institutional and wealth clients.  She is an accredited investment fiduciary and has been recognized by NAPA in their inaugural group of Top Women Advisors of 2015 and is nominated again in 2016.

EDUCATION

  • Bachelor of Arts degree in accounting from the University of Alabama in Birmingham
  • Bachelor of Arts degree in english from Georgia State University

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary® (AIF®)

AWARDS AND RECOGNITION

  • 2015-2017 NAPA Top Women Advisors All-Star
  • 2017 NAPA Top Retirement Plan Advisory Team 
  • 2017 Business Alabama Top Investment Advisory Firm in the State

Personal Profile

Hometown:
Clanton, AL
Favorite Book or Movie:
East of Eden
Ideal Dinner Guest:
Father, the late Carl Allen
Words to Live By:
Never give up. There is always hope.
Qualities I Admire in People:
Integrity, courage, and commitment
Favorite Philanthropy:
Juvenile Diabetes Research Foundation’s Alabama chapter