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Tana Louise Hessom

Advisor at PNC Wealth Management — Sarver, PA

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

26 years

Location

Sarver, PA 16055

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

Tana Hessom is a financial advisor with PNC Wealth Management in Sarver, PA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with PNC Investments and its affiliates since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, which uses algorithmic questionnaires to guide investment strategies implemented via mutual funds and ETFs with annual rebalancing.

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

Sarver, PA

620 South Pike Road

Sarver PA 16055

Advisors at this office

1

Most active in

Pennsylvania

Work history

26 years of industry experience

PNC Investments, LLC

2017 - Present • 9 years

Pittsburgh, PA

PNC Investments

2012 - 2017 • 5 years

Pittsburgh, PA

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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Ian W

CFP®, Series 66

Gibsonia, PA

All-Pro Advisors LLC

Ian Wild is a CERTIFIED FINANCIAL PLANNER™ professional with ten years of industry experience. He is the principal advisor at All-Pro Advisors LLC, where he has worked since 2020. His prior roles include positions at Greenrose Wealth Management, LLC, Origin Financial, and Merrill. Outside of his advisory work, he spent several years involved with professional football organizations, including the Winnipeg Blue Bombers and Toronto Argonauts. All-Pro Advisors LLC provides discretionary portfolio management and comprehensive financial planning for individuals and businesses, including high-net-worth clients. The firm emphasizes fundamental analysis and passive investment strategies, combining advisory and in-house tax preparation services without imposing a firmwide account minimum.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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Randall M

Series 66

Sarver, PA

Convivia Financial LLC

Randall Mielecki is a financial advisor at Convivia Financial LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and National Cooperative Bank. Convivia Financial LLC is a single-advisor investment firm that provides non-discretionary direct asset management and financial planning services to individual and high-net-worth clients. The firm employs Modern Portfolio Theory to tailor portfolios based on clients’ goals, time horizons, and risk tolerances, requiring prior client approval before executing trades.

Wealth management College savings (529s, UTMA, etc.)
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Richard N

Series 65

Lower Burrell, PA

SFR Wealth LLC

Richard Nulph is a financial advisor at SFR Wealth LLC with seven years of industry experience. He holds a Series 65 designation and has been involved in multiple ventures, including Safety First Retirement LLC and The Nulph Group, with experience spanning over 20 years in financial services. Outside of advisory roles, he is also a licensed insurance producer affiliated with an insurance and retirement-planning business. SFR Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily for middle-income households approaching or living in retirement. The firm employs a long-term, model-based allocation approach focused on broad-market ETFs, with client-specific adjustments, and conducts at least semiannual account reviews.

General retirement planning Social Security optimization Annuities Retirement withdrawal strategies Approaching retirement
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John M

Series 63

Valencia, PA

Mauro Capital Management, Inc.

John Mauro is the principal and sole advisor at Mauro Capital Management, Inc. in Valencia, PA. He holds a Series 63 designation and has 32 years of industry experience, having founded his firm in 1990. Mauro Capital Management provides personalized investment management, financial planning, and tax-related services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm combines active portfolio management with in-house tax planning and tax return preparation, leveraging Mauro’s CPA license and law degree to integrate tax considerations into investment advice under a fiduciary standard.

General retirement planning General tax planning Active portfolio management Founder/Business Owner
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Vanessa M

Series 66

Butler, PA

Randall & Associates Wealth Management

Vanessa Mccall is a financial advisor at Randall & Associates Wealth Management with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network, LLC and Bennett Associates Wealth Management. Randall & Associates Wealth Management serves individuals, family entities, non-profits, foundations, and businesses, managing approximately $167 million in client assets. The firm offers customized, risk-adjusted, tax-aware investment strategies that blend active and passive approaches across various asset classes, providing both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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Donovan S

Series 63, Series 65

Butler, PA

Randall & Associates Wealth Management

Donovan Slater is a financial advisor at Randall & Associates Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bennett Associates Wealth Management and various Northwestern Mutual entities. He also has a background that includes time at Yale and the Yale School of Management. Randall & Associates Wealth Management serves individual clients, family entities, non-profit organizations, foundations, and businesses by providing investment and wealth management along with financial planning and consulting. The firm offers customized, risk-adjusted, tax-aware asset allocations using a blend of active and passive strategies across multiple asset classes and provides both discretionary and non-discretionary portfolio management.

Wealth management Tax-loss harvesting Charitable giving & philanthropy
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