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Natalie Moore Burkhead

Advisor at PNC Wealth Management — Danville, KY

Updated today

Credentials

Series 66

Experience

2 years

Location

Danville, KY 40422

PNC Wealth Management logo

PNC Wealth Management

Enterprise

Total advisors

1,175

Across 776 offices

Clients per advisor

137 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

About

Natalie Burkhead is a financial advisor at PNC Wealth Management with two years of industry experience. She holds the Series 66 designation and has worked with PNC Investments LLC since 2022, following an 11-year tenure at PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to PNC Bank employees. The firm uses algorithmic tools to guide investment strategy and employs third-party managers for portfolio implementation and proxy voting.

Client services

Based on PNC Wealth Management

Portfolio management Selection of other advisers

Expertise

Based on PNC Wealth Management

Passive / index investing Active portfolio management Wealth management

Occupation focus

Based on PNC Wealth Management

Executive

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Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

See office

Danville, KY

121 S Fourth St

Danville KY 40422

Advisors at this office

1

Most active in

Kentucky

Work history

2 years of industry experience

PNC Investments LLC

2022 - Present • 4 years

Danville, KY

PNC Bank

2011 - 2022 • 11 years

Nicholasville, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Advisors in Danville, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Encompass Financial Advisors, STIFEL, J.J.B. Hilliard, W.L. Lyons, and Comprehensive Asset Management & Servicing. Outside of finance, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm emphasizes fundamental analysis and utilizes a range of investment vehicles, including mutual funds, ETFs, sub-advisors, individual securities, REITs, and privately placed alternatives, providing both discretionary and non-discretionary account management.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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Tina C

Series 66

Harrodsburg, KY

FWG Investments, LLC

Tina Culp is a financial advisor with FWG Investments, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc., and has been with Family Wealth Group since 2022. FWG Investments provides advisory services to individuals, trusts, small businesses, pension and profit-sharing plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients through educational seminars and newsletters.

Annuities Income planning Real estate investing Founder/Business Owner Retired
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Rebecca B

Series 65

Danville, KY

Resurgent Advisors

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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David M

Series 63, Series 65

Danville, KY

Kingswood Wealth Advisors, LLC

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and United Financial Services. In addition to advisory services, he engages in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside use of third-party managers and sub-advisors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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James G

Series 63

Danville, KY

Benjamin F. Edwards & Company, Inc.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of finance, he is involved in theatrical scriptwriting and production through his company, Garner Productions. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory and brokerage services, including proprietary and third-party investment strategies, financial planning, retirement consulting, and M&A advisory.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Christopher W

Series 65

Danville, KY

Hornor, Townsend & Kent, LLC

Christopher Wood is a financial advisor with Hornor, Townsend & Kent, LLC. He holds a Series 65 credential and has experience spanning roles in financial services since 2019, including work with Guardian Financial Strategies and Asset Marketing Systems. Prior to his financial career, he served with the Dallas Police Department for 13 years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, overseeing approximately $8.37 billion in discretionary assets under management as of year-end 2025.

Business succession planning Wealth management
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