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Patricia A. Bills, AIF®

Patricia A. Bills, AIF®

Vice President,
Financial Advisor

  • Clanton, AL
  • East of Eden
  • My father and the late Carl Allen.
  • Never give up. There is always hope.
  • Integrity, courage, and commitment.

Financial Advisors

Pat is an institutional advisor based out of Birmingham, AL.

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 its inaugural group of Top Women Advisors.


  • 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®

Awards & Recognition

  • Business Alabama Top Investment Advisory Firm in the State | 2017 and 2018
  • NAPA Top Retirement Plan Advisory Team | 2017 and 2018
  • NAPA Top Women Advisors All-Star | 2015, 2016, 2017, and 2018


  • Founder, CAPTRUST Women’s Initiative

News & Resources

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