user avatar

William Wyker

Advisor at PNC Wealth Management — Athens, AL

Updated today

Credentials

Series 66

Experience

6 years

Location

Athens, AL 35611

PNC Wealth Management logo

PNC Wealth Management

Enterprise

Total advisors

1,166

Across 768 offices

Clients per advisor

138 Very High

Avg AUM per client

$182,752 Very Low

HNW client ratio

2% Very Low

About

William Wyker is a financial advisor with PNC Wealth Management in Athens, Alabama, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James & Associates, Inc. and The Agency on Pine. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only, model-based digital portfolio program for employees that uses algorithmic risk assessment and invests through 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

0.85% annually

Other

Account minimum: $5,000

Location

See office

Athens, AL

1044 Highway 72 E

Athens AL 35611

Advisors at this office

1

Most active in

Alabama

Work history

6 years of industry experience

PNC Investments LLC

2022 - Present • 4 years

Decatur, AL

Raymond James & Associates, INC

2019 - 2022 • 3 years

Florence, AL

The Agency on Pine

2016 - 2019 • 3 years

Florence, AL

Disclosures

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

Business activities & affiliations

user avatar

Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Active portfolio management
user avatar

Bobby J

CFP®, ChFC®, Series 63, Series 65

Toney, AL

Junkin & Company, Inc.

Bobby Junkin is the principal of Junkin & Company, Inc., an independent firm based in Toney, Alabama. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Since founding Junkin & Company in 2013, he has focused on providing financial planning and investment advisory services. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers clients advice on insurance products. Junkin & Company serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is based on the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French three-factor model, emphasizing global diversification and periodic rebalancing. Rather than managing portfolios directly, the firm typically recommends third-party money managers to implement long-term, passive strategies.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Stephen M

CFP®, Series 63, Series 66

Harvest, AL

Tulip Financial Planning LLC

Stephen Mandracchia is a CFP® professional with four years of experience in financial advisory roles. He is currently the sole advisor at Tulip Financial Planning LLC, having previously worked at firms including Dew Wealth Management, Ironwood Investment Counsel, and Morgan Stanley. Tulip Financial Planning serves business owners, medical professionals, and high-net-worth families by offering discretionary investment management alongside tax preparation, tax advisory, and family-office services. The firm emphasizes passive, tax-efficient, long-term portfolios and provides integrated financial planning and tax services primarily through virtual delivery.

Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Doctor or Medical Professional HENRY (High Earners, Not Rich Yet)
user avatar

Michael E

Series 65

Madison, AL

Ellis Wealth Advisors, LLC

Michael Ellis II is a financial advisor at Ellis Wealth Advisors, LLC in Madison, Alabama. He holds a Series 65 designation and has been in the industry since 2025, with prior experience at Sowell Management and multiple roles in the food service industry. Ellis Wealth Advisors offers discretionary portfolio management and integrated financial planning to families, trusts, charitable organizations, foundations, and corporations. The firm manages client accounts internally using a combination of fundamental, technical, quantitative, and economic analysis, employing strategies that include long- and short-term investments, strategic asset allocation, and the use of options and structured products.

General retirement planning Options & derivatives strategies
user avatar

Michael E

Series 63, Series 66

Madison, AL

Ellis Wealth Advisors, LLC

Michael Ellis is a financial advisor with Ellis Wealth Advisors, LLC in Madison, Alabama, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial Services, and he owns Ellis Land Company, LLC. Ellis Wealth Advisors provides discretionary portfolio management combined with integrated financial planning services to families, trusts, charitable organizations, foundations, and corporations. The firm manages accounts internally using a variety of analytical approaches and investment strategies, including both long- and short-term positions.

General retirement planning Options & derivatives strategies
user avatar

Taylor W

Series 66

Harvest, AL

Hibernia Wealth Partners, LLC

Taylor West is a financial advisor at Hibernia Wealth Partners, LLC with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Edward Jones and LPL Financial. West is based in Harvest, Alabama. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers portfolio management, financial planning, ERISA plan services, and sponsors a wrap-fee program, employing tailored investment strategies that incorporate fundamental, technical, and quantitative analyses as well as modern portfolio theory.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")